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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 | $182,317 | $166,020+9.8% | $164,866+10.6% | $145,959+24.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.22% | 100.08%-88.9pp | 69.97%-58.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $6,067 | $5,275+15.0% | $4,343+39.7% | $4,661+30.2% |
| Participant deferral / active EE | $7,882 | $6,961+13.2% | $6,033+30.6% | $6,689+17.8% |
| Admin fee / account holder | $1,032 | $16,644-93.8% | $12,689-91.9% | $13,398-92.3% |