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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 | $160,070-3.7% | $147,117+4.8% | $145,897+5.7% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 25.63% | 98.69%-73.1pp | 420.54%-394.9pp | 552.29%-526.7pp |
| Employer contribution / active EE | $4,863 | $5,285-8.0% | $4,932-1.4% | $4,663+4.3% |
| Participant deferral / active EE | $16,376 | $8,419+94.5% | $8,065+103.1% | $6,689+144.8% |
| Admin fee / account holder | $889 | $15,035-94.1% | $12,993-93.2% | $13,390-93.4% |