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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 | $149,365 | $160,028-6.7% | $147,080+1.6% | $145,884+2.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 21.49% | 98.60%-77.1pp | 420.17%-398.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $19,562 | $5,286+270.1% | $4,933+296.5% | $4,662+319.6% |
| Participant deferral / active EE | $15,347 | $8,422+82.2% | $8,066+90.3% | $6,690+129.4% |
| Admin fee / account holder | $371 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |