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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 | $165,751 | $159,978+3.6% | $147,041+12.7% | $145,978+13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,575 | $5,288-51.3% | $4,935-47.8% | $4,662-44.8% |
| Participant deferral / active EE | $5,624 | $8,429-33.3% | $8,071-30.3% | $6,690-15.9% |
| Admin fee / account holder | $5,979 | $15,053-60.3% | $13,006-54.0% | $13,400-55.4% |