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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 | $166,191 | $160,070+3.8% | $147,117+13.0% | $145,897+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $6,918 | $5,285+30.9% | $4,932+40.3% | $4,663+48.4% |
| Participant deferral / active EE | $8,648 | $8,419+2.7% | $8,065+7.2% | $6,689+29.3% |
| Admin fee / account holder | $3,036 | $15,035-79.8% | $12,993-76.6% | $13,390-77.3% |