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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 | $145,136 | $165,351-12.2% | $149,710-3.1% | $158,931-8.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.19%-334.3pp | 276.63%-262.7pp | 302.86%-289.0pp |
| Employer contribution / active EE | $14,708 | $5,103+188.2% | $4,645+216.7% | $4,761+208.9% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $30,019 | $10,807+177.8% | $9,309+222.5% | $11,247+166.9% |