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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 | $160,040-5.3% | $147,096+3.0% | $145,877+3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,133 | $5,289-59.7% | $4,936-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $9,083 | $8,429+7.8% | $8,071+12.5% | $6,691+35.8% |
| Admin fee / account holder | $2,054 | $15,050-86.4% | $13,005-84.2% | $13,402-84.7% |