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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 | $173,632 | $159,934+8.6% | $147,005+18.1% | $145,959+19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $15,813 | $5,287+199.1% | $4,934+220.5% | $4,661+239.3% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $303 | $15,053-98.0% | $13,006-97.7% | $13,398-97.7% |