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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 | $169,761 | $160,028+6.1% | $147,080+15.4% | $145,884+16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.86% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,511 | $5,286-33.6% | $4,933-28.8% | $4,662-24.7% |
| Participant deferral / active EE | $21,200 | $8,422+151.7% | $8,066+162.8% | $6,690+216.9% |
| Admin fee / account holder | $1,065 | $15,030-92.9% | $12,989-91.8% | $13,392-92.0% |