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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 | $160,040-5.8% | $147,096+2.5% | $145,877+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,732 | $5,289-10.5% | $4,936-4.1% | $4,663+1.5% |
| Participant deferral / active EE | $11,574 | $8,429+37.3% | $8,071+43.4% | $6,691+73.0% |
| Admin fee / account holder | $12,838 | $15,050-14.7% | $13,005-1.3% | $13,402-4.2% |