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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 | $140,644 | $160,028-12.1% | $147,080-4.4% | $145,884-3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $6,859 | $5,286+29.8% | $4,933+39.0% | $4,662+47.1% |
| Participant deferral / active EE | $15,558 | $8,422+84.7% | $8,066+92.9% | $6,690+132.6% |
| Admin fee / account holder | $9,484 | $15,030-36.9% | $12,989-27.0% | $13,392-29.2% |