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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 | $154,846 | $159,934-3.2% | $147,005+5.3% | $145,959+6.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $5,421 | $5,287+2.5% | $4,934+9.9% | $4,661+16.3% |
| Participant deferral / active EE | $5,557 | $8,427-34.1% | $8,070-31.1% | $6,689-16.9% |
| Admin fee / account holder | $73,074 | $15,053+385.4% | $13,006+461.8% | $13,398+445.4% |