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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 | $148,452 | $160,070-7.3% | $147,117+0.9% | $145,897+1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,995 | $5,285-5.5% | $4,932+1.3% | $4,663+7.1% |
| Participant deferral / active EE | $17,698 | $8,419+110.2% | $8,065+119.5% | $6,689+164.6% |
| Admin fee / account holder | $1,049 | $15,035-93.0% | $12,993-91.9% | $13,390-92.2% |