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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 | $128,935 | $159,978-19.4% | $147,041-12.3% | $145,978-11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.2pp |
| Employer contribution / active EE | $26,251 | $5,288+396.4% | $4,935+431.9% | $4,662+463.1% |
| Participant deferral / active EE | $19,692 | $8,429+133.6% | $8,071+144.0% | $6,690+194.4% |
| Admin fee / account holder | $2,847 | $15,053-81.1% | $13,006-78.1% | $13,400-78.8% |