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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 | $157,565 | $160,028-1.5% | $147,080+7.1% | $145,884+8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 98.60%-87.8pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $9,325 | $5,286+76.4% | $4,933+89.0% | $4,662+100.0% |
| Participant deferral / active EE | $5,945 | $8,422-29.4% | $8,066-26.3% | $6,690-11.1% |
| Admin fee / account holder | $592 | $15,030-96.1% | $12,989-95.4% | $13,392-95.6% |