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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 | $148,480 | $160,040-7.2% | $147,096+0.9% | $145,877+1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,721 | $5,289-10.8% | $4,936-4.4% | $4,663+1.2% |
| Participant deferral / active EE | $12,540 | $8,429+48.8% | $8,071+55.4% | $6,691+87.4% |
| Admin fee / account holder | $10,306 | $15,050-31.5% | $13,005-20.8% | $13,402-23.1% |