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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 | $142,303 | $160,028-11.1% | $147,080-3.2% | $145,884-2.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $5,960 | $5,286+12.8% | $4,933+20.8% | $4,662+27.8% |
| Participant deferral / active EE | $8,200 | $8,422-2.6% | $8,066+1.7% | $6,690+22.6% |
| Admin fee / account holder | $532 | $15,030-96.5% | $12,989-95.9% | $13,392-96.0% |