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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 | $160,040-3.4% | $147,096+5.1% | $145,877+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,656 | $5,289-49.8% | $4,936-46.2% | $4,663-43.0% |
| Participant deferral / active EE | $8,526 | $8,429+1.2% | $8,071+5.6% | $6,691+27.4% |
| Admin fee / account holder | $38,046 | $15,050+152.8% | $13,005+192.5% | $13,402+183.9% |