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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 | $181,383 | $176,120+3.0% | $159,487+13.7% | $167,553+8.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.95% | 331.95%-317.0pp | 263.71%-248.8pp | 478.89%-463.9pp |
| Employer contribution / active EE | $15,217 | $5,299+187.2% | $4,831+215.0% | $4,840+214.4% |
| Participant deferral / active EE | $10,120 | $7,752+30.6% | $7,354+37.6% | $6,343+59.6% |
| Admin fee / account holder | $1,546 | $12,561-87.7% | $10,804-85.7% | $12,316-87.4% |