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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 | $160,028-5.2% | $147,080+3.1% | $145,884+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 98.60%-88.7pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $6,117 | $5,286+15.7% | $4,933+24.0% | $4,662+31.2% |
| Participant deferral / active EE | $15,440 | $8,422+83.3% | $8,066+91.4% | $6,690+130.8% |
| Admin fee / account holder | $58,920 | $15,030+292.0% | $12,989+353.6% | $13,392+340.0% |