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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 | $143,376 | $159,934-10.4% | $147,005-2.5% | $145,959-1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.87% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $11,176 | $5,287+111.4% | $4,934+126.5% | $4,661+139.8% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $764 | $15,053-94.9% | $13,006-94.1% | $13,398-94.3% |