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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 | $150,804 | $160,070-5.8% | $147,117+2.5% | $145,897+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,732 | $5,285-10.5% | $4,932-4.1% | $4,663+1.5% |
| Participant deferral / active EE | $11,574 | $8,419+37.5% | $8,065+43.5% | $6,689+73.0% |
| Admin fee / account holder | $12,838 | $15,035-14.6% | $12,993-1.2% | $13,390-4.1% |