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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 | $151,933 | $160,070-5.1% | $147,117+3.3% | $145,897+4.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.79% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,334 | $5,285-18.0% | $4,932-12.1% | $4,663-7.0% |
| Participant deferral / active EE | $11,192 | $8,419+32.9% | $8,065+38.8% | $6,689+67.3% |
| Admin fee / account holder | $656 | $15,035-95.6% | $12,993-94.9% | $13,390-95.1% |