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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 | $154,844 | $160,070-3.3% | $147,117+5.3% | $145,897+6.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.76% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $14,410 | $5,285+172.7% | $4,932+192.1% | $4,663+209.1% |
| Participant deferral / active EE | $12,909 | $8,419+53.3% | $8,065+60.1% | $6,689+93.0% |
| Admin fee / account holder | $522 | $15,035-96.5% | $12,993-96.0% | $13,390-96.1% |