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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 | $150,860 | $160,070-5.8% | $147,117+2.5% | $145,897+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $4,091 | $5,285-22.6% | $4,932-17.1% | $4,663-12.3% |
| Participant deferral / active EE | $16,450 | $8,419+95.4% | $8,065+104.0% | $6,689+145.9% |
| Admin fee / account holder | $152,143 | $15,035+911.9% | $12,993+1071.0% | $13,390+1036.2% |