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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 | $159,860 | $160,028-0.1% | $147,080+8.7% | $145,884+9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,235 | $5,286-38.8% | $4,933-34.4% | $4,662-30.6% |
| Participant deferral / active EE | $6,841 | $8,422-18.8% | $8,066-15.2% | $6,690+2.3% |
| Admin fee / account holder | $2,084 | $15,030-86.1% | $12,989-84.0% | $13,392-84.4% |