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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 | $160,170 | $160,070+0.1% | $147,117+8.9% | $145,897+9.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,154 | $5,285-59.2% | $4,932-56.3% | $4,663-53.8% |
| Participant deferral / active EE | $6,360 | $8,419-24.5% | $8,065-21.1% | $6,689-4.9% |
| Admin fee / account holder | $889 | $15,035-94.1% | $12,993-93.2% | $13,390-93.4% |