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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 | $159,934+3.9% | $147,005+13.1% | $145,959+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.24%-88.4pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $6,918 | $5,287+30.8% | $4,934+40.2% | $4,661+48.4% |
| Participant deferral / active EE | $8,648 | $8,427+2.6% | $8,070+7.2% | $6,689+29.3% |
| Admin fee / account holder | $3,036 | $15,053-79.8% | $13,006-76.7% | $13,398-77.3% |