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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 | $159,374 | $160,028-0.4% | $147,080+8.4% | $145,884+9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.6pp |
| Employer contribution / active EE | $4,203 | $5,286-20.5% | $4,933-14.8% | $4,662-9.8% |
| Participant deferral / active EE | $15,343 | $8,422+82.2% | $8,066+90.2% | $6,690+129.4% |
| Admin fee / account holder | $11,031 | $15,030-26.6% | $12,989-15.1% | $13,392-17.6% |