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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 | $156,671 | $160,070-2.1% | $147,117+6.5% | $145,897+7.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,014 | $5,285-43.0% | $4,932-38.9% | $4,663-35.4% |
| Participant deferral / active EE | $5,681 | $8,419-32.5% | $8,065-29.6% | $6,689-15.1% |
| Admin fee / account holder | $21,446 | $15,035+42.6% | $12,993+65.1% | $13,390+60.2% |