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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 | $158,632 | $160,070-0.9% | $147,117+7.8% | $145,897+8.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 98.69%-85.5pp | 420.54%-407.4pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,066 | $5,285-42.0% | $4,932-37.8% | $4,663-34.2% |
| Participant deferral / active EE | $10,862 | $8,419+29.0% | $8,065+34.7% | $6,689+62.4% |
| Admin fee / account holder | $2,946 | $15,035-80.4% | $12,993-77.3% | $13,390-78.0% |