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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 | $159,069 | $160,040-0.6% | $147,096+8.1% | $145,877+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,361 | $5,289-36.5% | $4,936-31.9% | $4,663-27.9% |
| Participant deferral / active EE | $5,031 | $8,429-40.3% | $8,071-37.7% | $6,691-24.8% |
| Admin fee / account holder | $1,588 | $15,050-89.5% | $13,005-87.8% | $13,402-88.2% |