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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 | $159,730 | $183,592-13.0% | $155,567+2.7% | $145,959+9.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $17,445 | $5,315+228.2% | $4,674+273.2% | $4,661+274.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,016 | $19,318-94.7% | $15,916-93.6% | $13,398-92.4% |