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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 | $162,653 | $160,070+1.6% | $147,117+10.6% | $145,897+11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,959 | $5,285-25.1% | $4,932-19.7% | $4,663-15.1% |
| Participant deferral / active EE | $7,136 | $8,419-15.2% | $8,065-11.5% | $6,689+6.7% |
| Admin fee / account holder | $6,085 | $15,035-59.5% | $12,993-53.2% | $13,390-54.6% |