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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 | $161,674 | $160,070+1.0% | $147,117+9.9% | $145,897+10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,186 | $5,285-39.7% | $4,932-35.4% | $4,663-31.7% |
| Participant deferral / active EE | $9,559 | $8,419+13.5% | $8,065+18.5% | $6,689+42.9% |
| Admin fee / account holder | $2,366 | $15,035-84.3% | $12,993-81.8% | $13,390-82.3% |