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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 | $154,154 | $159,934-3.6% | $147,005+4.9% | $145,959+5.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 25.63% | 98.24%-72.6pp | 418.76%-393.1pp | 561.95%-536.3pp |
| Employer contribution / active EE | $4,863 | $5,287-8.0% | $4,934-1.5% | $4,661+4.3% |
| Participant deferral / active EE | $16,376 | $8,427+94.3% | $8,070+102.9% | $6,689+144.8% |
| Admin fee / account holder | $889 | $15,053-94.1% | $13,006-93.2% | $13,398-93.4% |