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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 | $169,197 | $160,070+5.7% | $147,117+15.0% | $145,897+16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.29% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,775 | $5,285-66.4% | $4,932-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $9,911 | $8,419+17.7% | $8,065+22.9% | $6,689+48.2% |
| Admin fee / account holder | $2,900 | $15,035-80.7% | $12,993-77.7% | $13,390-78.3% |