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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 | $160,028-8.2% | $147,080-0.2% | $145,884+0.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 12.43% | 98.60%-86.2pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $5,478 | $5,286+3.6% | $4,933+11.0% | $4,662+17.5% |
| Participant deferral / active EE | $6,937 | $8,422-17.6% | $8,066-14.0% | $6,690+3.7% |
| Admin fee / account holder | $27,358 | $15,030+82.0% | $12,989+110.6% | $13,392+104.3% |