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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 | $170,711 | $196,972-13.3% | $182,262-6.3% | $198,609-14.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.06% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $16,938 | $5,364+215.8% | $5,046+235.7% | $5,055+235.1% |
| Participant deferral / active EE | $11,750 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $3,414 | $18,429-81.5% | $16,712-79.6% | $19,030-82.1% |