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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,371 | $159,978-6.0% | $147,041+2.3% | $145,978+3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.83% | 98.36%-76.5pp | 419.21%-397.4pp | 550.52%-528.7pp |
| Employer contribution / active EE | $16,138 | $5,288+205.2% | $4,935+227.0% | $4,662+246.2% |
| Participant deferral / active EE | $17,251 | $8,429+104.7% | $8,071+113.7% | $6,690+157.9% |
| Admin fee / account holder | $1,291 | $15,053-91.4% | $13,006-90.1% | $13,400-90.4% |