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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 | $154,546 | $160,070-3.5% | $147,117+5.1% | $145,897+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,656 | $5,285-49.7% | $4,932-46.2% | $4,663-43.0% |
| Participant deferral / active EE | $8,526 | $8,419+1.3% | $8,065+5.7% | $6,689+27.5% |
| Admin fee / account holder | $38,046 | $15,035+153.0% | $12,993+192.8% | $13,390+184.1% |