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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 | $131,759 | $132,634-0.7% | $115,768+13.8% | $137,256-4.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.57% | 160.70%-143.1pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $53,415 | $3,360+1489.9% | $2,940+1716.9% | $4,156+1185.2% |
| Participant deferral / active EE | $45,964 | $5,619+718.1% | $4,917+834.9% | $6,407+617.4% |
| Admin fee / account holder | $88,081 | $15,028+486.1% | $12,439+608.1% | $12,270+617.9% |