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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 | $147,950 | $159,934-7.5% | $147,005+0.6% | $145,959+1.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.09% | 98.24%-77.2pp | 418.76%-397.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $4,381 | $5,287-17.1% | $4,934-11.2% | $4,661-6.0% |
| Participant deferral / active EE | $13,398 | $8,427+59.0% | $8,070+66.0% | $6,689+100.3% |
| Admin fee / account holder | $1,963 | $15,053-87.0% | $13,006-84.9% | $13,398-85.3% |