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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 | $151,369 | $160,040-5.4% | $147,096+2.9% | $145,877+3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.57% | 98.49%-76.9pp | 419.75%-398.2pp | 551.28%-529.7pp |
| Employer contribution / active EE | $23,250 | $5,289+339.6% | $4,936+371.0% | $4,663+398.6% |
| Participant deferral / active EE | $26,742 | $8,429+217.3% | $8,071+231.3% | $6,691+299.7% |
| Admin fee / account holder | $1,277 | $15,050-91.5% | $13,005-90.2% | $13,402-90.5% |