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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 | $160,070+4.2% | $147,117+13.4% | $145,897+14.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,809 | $5,285-46.8% | $4,932-43.1% | $4,663-39.8% |
| Participant deferral / active EE | $15,750 | $8,419+87.1% | $8,065+95.3% | $6,689+135.5% |
| Admin fee / account holder | $1,104 | $15,035-92.7% | $12,993-91.5% | $13,390-91.8% |