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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 | $158,031 | $160,028-1.2% | $147,080+7.4% | $145,884+8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 98.60%-88.3pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,066 | $5,286-42.0% | $4,933-37.9% | $4,662-34.2% |
| Participant deferral / active EE | $8,768 | $8,422+4.1% | $8,066+8.7% | $6,690+31.1% |
| Admin fee / account holder | $115,352 | $15,030+667.5% | $12,989+788.1% | $13,392+761.4% |