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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 | $159,674 | $160,028-0.2% | $147,080+8.6% | $145,884+9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,284 | $5,286-18.9% | $4,933-13.2% | $4,662-8.1% |
| Participant deferral / active EE | $8,754 | $8,422+3.9% | $8,066+8.5% | $6,690+30.9% |
| Admin fee / account holder | $2,792 | $15,030-81.4% | $12,989-78.5% | $13,392-79.2% |