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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 | $158,599 | $159,978-0.9% | $147,041+7.9% | $145,978+8.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 98.36%-85.5pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $12,126 | $5,288+129.3% | $4,935+145.7% | $4,662+160.1% |
| Participant deferral / active EE | $7,713 | $8,429-8.5% | $8,071-4.4% | $6,690+15.3% |
| Admin fee / account holder | $1,155 | $15,053-92.3% | $13,006-91.1% | $13,400-91.4% |