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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 | $147,213 | $160,070-8.0% | $147,117+0.1% | $145,897+0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $4,977 | $5,285-5.8% | $4,932+0.9% | $4,663+6.7% |
| Participant deferral / active EE | $21,546 | $8,419+155.9% | $8,065+167.2% | $6,689+222.1% |
| Admin fee / account holder | $1,573 | $15,035-89.5% | $12,993-87.9% | $13,390-88.3% |