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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 | $160,040-0.6% | $147,096+8.1% | $145,877+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.26% | 98.49%-81.2pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,514 | $5,289-71.4% | $4,936-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $12,087 | $8,429+43.4% | $8,071+49.8% | $6,691+80.7% |
| Admin fee / account holder | $2,243 | $15,050-85.1% | $13,005-82.8% | $13,402-83.3% |