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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 | $153,837 | $160,040-3.9% | $147,096+4.6% | $145,877+5.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $8,532 | $5,289+61.3% | $4,936+72.9% | $4,663+83.0% |
| Participant deferral / active EE | $9,976 | $8,429+18.4% | $8,071+23.6% | $6,691+49.1% |
| Admin fee / account holder | $6,003 | $15,050-60.1% | $13,005-53.8% | $13,402-55.2% |