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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 | $151,638 | $160,040-5.2% | $147,096+3.1% | $145,877+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $6,117 | $5,289+15.7% | $4,936+23.9% | $4,663+31.2% |
| Participant deferral / active EE | $15,440 | $8,429+83.2% | $8,071+91.3% | $6,691+130.8% |
| Admin fee / account holder | $58,920 | $15,050+291.5% | $13,005+353.0% | $13,402+339.6% |