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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 | $160,070-2.7% | $147,117+5.9% | $145,897+6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.69%-83.3pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,224 | $5,285-57.9% | $4,932-54.9% | $4,663-52.3% |
| Participant deferral / active EE | $11,093 | $8,419+31.8% | $8,065+37.6% | $6,689+65.8% |
| Admin fee / account holder | $3,158 | $15,035-79.0% | $12,993-75.7% | $13,390-76.4% |