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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 | $144,263 | $160,070-9.9% | $147,117-1.9% | $145,897-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.70% | 98.69%-70.0pp | 420.54%-391.8pp | 552.29%-523.6pp |
| Employer contribution / active EE | $10,418 | $5,285+97.1% | $4,932+111.2% | $4,663+123.4% |
| Participant deferral / active EE | $16,514 | $8,419+96.1% | $8,065+104.8% | $6,689+146.9% |
| Admin fee / account holder | $2,269 | $15,035-84.9% | $12,993-82.5% | $13,390-83.1% |