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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 | $159,934-5.2% | $147,005+3.2% | $145,959+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $6,117 | $5,287+15.7% | $4,934+24.0% | $4,661+31.3% |
| Participant deferral / active EE | $15,440 | $8,427+83.2% | $8,070+91.3% | $6,689+130.8% |
| Admin fee / account holder | $58,920 | $15,053+291.4% | $13,006+353.0% | $13,398+339.8% |