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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 | $155,780 | $159,934-2.6% | $147,005+6.0% | $145,959+6.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,224 | $5,287-57.9% | $4,934-54.9% | $4,661-52.3% |
| Participant deferral / active EE | $11,093 | $8,427+31.6% | $8,070+37.5% | $6,689+65.9% |
| Admin fee / account holder | $3,158 | $15,053-79.0% | $13,006-75.7% | $13,398-76.4% |