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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 | $159,544 | $160,070-0.3% | $147,117+8.4% | $145,897+9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $5,314 | $5,285+0.6% | $4,932+7.7% | $4,663+14.0% |
| Participant deferral / active EE | $14,802 | $8,419+75.8% | $8,065+83.5% | $6,689+121.3% |
| Admin fee / account holder | $18,313 | $15,035+21.8% | $12,993+40.9% | $13,390+36.8% |