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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 | $157,006 | $159,934-1.8% | $147,005+6.8% | $145,959+7.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.59% | 98.24%-77.7pp | 418.76%-398.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $3,904 | $5,287-26.2% | $4,934-20.9% | $4,661-16.2% |
| Participant deferral / active EE | $13,620 | $8,427+61.6% | $8,070+68.8% | $6,689+103.6% |
| Admin fee / account holder | $1,484 | $15,053-90.1% | $13,006-88.6% | $13,398-88.9% |