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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 | $152,369 | $160,028-4.8% | $147,080+3.6% | $145,884+4.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 17.07% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $14,942 | $5,286+182.7% | $4,933+202.9% | $4,662+220.5% |
| Participant deferral / active EE | $15,702 | $8,422+86.4% | $8,066+94.7% | $6,690+134.7% |
| Admin fee / account holder | $4,674 | $15,030-68.9% | $12,989-64.0% | $13,392-65.1% |