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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 | $152,560 | $160,070-4.7% | $147,117+3.7% | $145,897+4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,226 | $5,285-76.8% | $4,932-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $4,935 | $8,419-41.4% | $8,065-38.8% | $6,689-26.2% |
| Admin fee / account holder | $2,818 | $15,035-81.3% | $12,993-78.3% | $13,390-79.0% |