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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 | $149,948 | $160,040-6.3% | $147,096+1.9% | $145,877+2.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,500 | $5,289-71.6% | $4,936-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $33,125 | $8,429+293.0% | $8,071+310.4% | $6,691+395.1% |
| Admin fee / account holder | $1,726 | $15,050-88.5% | $13,005-86.7% | $13,402-87.1% |