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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 | $163,671 | $160,040+2.3% | $147,096+11.3% | $145,877+12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,347 | $5,289-17.8% | $4,936-11.9% | $4,663-6.8% |
| Participant deferral / active EE | $8,980 | $8,429+6.5% | $8,071+11.3% | $6,691+34.2% |
| Admin fee / account holder | $13,790 | $15,050-8.4% | $13,005+6.0% | $13,402+2.9% |