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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 | $177,768 | $160,070+11.1% | $147,117+20.8% | $145,897+21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $5,050 | $5,285-4.4% | $4,932+2.4% | $4,663+8.3% |
| Participant deferral / active EE | $12,258 | $8,419+45.6% | $8,065+52.0% | $6,689+83.2% |
| Admin fee / account holder | $3,043 | $15,035-79.8% | $12,993-76.6% | $13,390-77.3% |