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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 | $165,763 | $160,028+3.6% | $147,080+12.7% | $145,884+13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.6pp |
| Employer contribution / active EE | $18,982 | $5,286+259.1% | $4,933+284.8% | $4,662+307.1% |
| Participant deferral / active EE | $224,252 | $8,422+2562.7% | $8,066+2680.1% | $6,690+3252.2% |
| Admin fee / account holder | $762,954 | $15,030+4976.2% | $12,989+5773.9% | $13,392+5597.2% |