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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 | $145,312 | $159,934-9.1% | $147,005-1.2% | $145,959-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $9,235 | $5,287+74.7% | $4,934+87.2% | $4,661+98.1% |
| Participant deferral / active EE | $12,053 | $8,427+43.0% | $8,070+49.4% | $6,689+80.2% |
| Admin fee / account holder | $10,171 | $15,053-32.4% | $13,006-21.8% | $13,398-24.1% |