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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 | $151,540 | $160,070-5.3% | $147,117+3.0% | $145,897+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,133 | $5,285-59.6% | $4,932-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $9,083 | $8,419+7.9% | $8,065+12.6% | $6,689+35.8% |
| Admin fee / account holder | $2,054 | $15,035-86.3% | $12,993-84.2% | $13,390-84.7% |