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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 | $186,346 | $160,070+16.4% | $147,117+26.7% | $145,897+27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $6,094 | $5,285+15.3% | $4,932+23.6% | $4,663+30.7% |
| Participant deferral / active EE | $9,935 | $8,419+18.0% | $8,065+23.2% | $6,689+48.5% |
| Admin fee / account holder | $18,627 | $15,035+23.9% | $12,993+43.4% | $13,390+39.1% |