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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 | $159,033 | $160,070-0.6% | $147,117+8.1% | $145,897+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.26% | 98.69%-81.4pp | 420.54%-403.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,514 | $5,285-71.4% | $4,932-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $12,087 | $8,419+43.6% | $8,065+49.9% | $6,689+80.7% |
| Admin fee / account holder | $2,243 | $15,035-85.1% | $12,993-82.7% | $13,390-83.3% |