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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 | $151,526 | $160,070-5.3% | $147,117+3.0% | $145,897+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $10,122 | $5,285+91.5% | $4,932+105.2% | $4,663+117.1% |
| Participant deferral / active EE | $21,078 | $8,419+150.3% | $8,065+161.4% | $6,689+215.1% |
| Admin fee / account holder | $6,138 | $15,035-59.2% | $12,993-52.8% | $13,390-54.2% |