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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 | $160,040+11.1% | $147,096+20.9% | $145,877+21.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $5,050 | $5,289-4.5% | $4,936+2.3% | $4,663+8.3% |
| Participant deferral / active EE | $12,258 | $8,429+45.4% | $8,071+51.9% | $6,691+83.2% |
| Admin fee / account holder | $3,043 | $15,050-79.8% | $13,005-76.6% | $13,402-77.3% |