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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 | $152,174 | $160,070-4.9% | $147,117+3.4% | $145,897+4.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.79% | 98.69%-84.9pp | 420.54%-406.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,709 | $5,285-10.9% | $4,932-4.5% | $4,663+1.0% |
| Participant deferral / active EE | $17,000 | $8,419+101.9% | $8,065+110.8% | $6,689+154.1% |
| Admin fee / account holder | $13,584 | $15,035-9.7% | $12,993+4.5% | $13,390+1.4% |