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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 | $150,817 | $160,040-5.8% | $147,096+2.5% | $145,877+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,054 | $5,289-61.2% | $4,936-58.4% | $4,663-55.9% |
| Participant deferral / active EE | $12,775 | $8,429+51.6% | $8,071+58.3% | $6,691+90.9% |
| Admin fee / account holder | $1,020 | $15,050-93.2% | $13,005-92.2% | $13,402-92.4% |