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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 | $136,892 | $160,028-14.5% | $147,080-6.9% | $145,884-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 98.60%-83.4pp | 420.17%-405.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $5,363 | $5,286+1.5% | $4,933+8.7% | $4,662+15.0% |
| Participant deferral / active EE | $11,042 | $8,422+31.1% | $8,066+36.9% | $6,690+65.1% |
| Admin fee / account holder | $439 | $15,030-97.1% | $12,989-96.6% | $13,392-96.7% |