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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 | $169,654 | $160,028+6.0% | $147,080+15.3% | $145,884+16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $5,431 | $5,286+2.7% | $4,933+10.1% | $4,662+16.5% |
| Participant deferral / active EE | $47,750 | $8,422+467.0% | $8,066+492.0% | $6,690+613.8% |
| Admin fee / account holder | $170,812 | $15,030+1036.5% | $12,989+1215.1% | $13,392+1175.5% |