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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 | $145,213 | $183,516-20.9% | $155,534-6.6% | $145,884-0.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $24,347 | $5,315+358.1% | $4,675+420.8% | $4,662+422.2% |
| Participant deferral / active EE | $7,107 | $6,467+9.9% | $5,630+26.2% | $6,690+6.2% |
| Admin fee / account holder | $2,050 | $19,293-89.4% | $15,900-87.1% | $13,392-84.7% |