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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 | $177,739 | $159,978+11.1% | $147,041+20.9% | $145,978+21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.24% | 98.36%-80.1pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $7,088 | $5,288+34.0% | $4,935+43.6% | $4,662+52.0% |
| Participant deferral / active EE | $16,087 | $8,429+90.9% | $8,071+99.3% | $6,690+140.5% |
| Admin fee / account holder | $1,972 | $15,053-86.9% | $13,006-84.8% | $13,400-85.3% |