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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 | $187,426 | $160,028+17.1% | $147,080+27.4% | $145,884+28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $7,004 | $5,286+32.5% | $4,933+42.0% | $4,662+50.2% |
| Participant deferral / active EE | $10,842 | $8,422+28.7% | $8,066+34.4% | $6,690+62.1% |
| Admin fee / account holder | $564 | $15,030-96.2% | $12,989-95.7% | $13,392-95.8% |