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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 | $147,365 | $160,028-7.9% | $147,080+0.2% | $145,884+1.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.37% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $17,272 | $5,286+226.8% | $4,933+250.1% | $4,662+270.5% |
| Participant deferral / active EE | $7,730 | $8,422-8.2% | $8,066-4.2% | $6,690+15.5% |
| Admin fee / account holder | $4,458 | $15,030-70.3% | $12,989-65.7% | $13,392-66.7% |