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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 | $155,309 | $160,070-3.0% | $147,117+5.6% | $145,897+6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.94% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,037 | $5,285-42.5% | $4,932-38.4% | $4,663-34.9% |
| Participant deferral / active EE | $10,804 | $8,419+28.3% | $8,065+34.0% | $6,689+61.5% |
| Admin fee / account holder | $1,465 | $15,035-90.3% | $12,993-88.7% | $13,390-89.1% |