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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 | $146,846 | $159,978-8.2% | $147,041-0.1% | $145,978+0.6% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 12.43% | 98.36%-85.9pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $5,478 | $5,288+3.6% | $4,935+11.0% | $4,662+17.5% |
| Participant deferral / active EE | $6,937 | $8,429-17.7% | $8,071-14.0% | $6,690+3.7% |
| Admin fee / account holder | $27,358 | $15,053+81.7% | $13,006+110.3% | $13,400+104.2% |