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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 | $166,816 | $160,040+4.2% | $147,096+13.4% | $145,877+14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,809 | $5,289-46.9% | $4,936-43.1% | $4,663-39.8% |
| Participant deferral / active EE | $15,750 | $8,429+86.9% | $8,071+95.1% | $6,691+135.4% |
| Admin fee / account holder | $1,104 | $15,050-92.7% | $13,005-91.5% | $13,402-91.8% |