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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 | $159,584 | $160,070-0.3% | $147,117+8.5% | $145,897+9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,510 | $5,285-33.6% | $4,932-28.8% | $4,663-24.7% |
| Participant deferral / active EE | $4,658 | $8,419-44.7% | $8,065-42.2% | $6,689-30.4% |
| Admin fee / account holder | $686 | $15,035-95.4% | $12,993-94.7% | $13,390-94.9% |