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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 | $163,906 | $160,028+2.4% | $147,080+11.4% | $145,884+12.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.75% | 98.60%-78.8pp | 420.17%-400.4pp | 551.85%-532.1pp |
| Employer contribution / active EE | $4,469 | $5,286-15.5% | $4,933-9.4% | $4,662-4.2% |
| Participant deferral / active EE | $8,000 | $8,422-5.0% | $8,066-0.8% | $6,690+19.6% |
| Admin fee / account holder | $4,836 | $15,030-67.8% | $12,989-62.8% | $13,392-63.9% |