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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 | $178,793 | $160,070+11.7% | $147,117+21.5% | $145,897+22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.54% | 98.69%-79.1pp | 420.54%-401.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $14,188 | $5,285+168.5% | $4,932+187.6% | $4,663+204.3% |
| Participant deferral / active EE | $12,998 | $8,419+54.4% | $8,065+61.2% | $6,689+94.3% |
| Admin fee / account holder | $10,161 | $15,035-32.4% | $12,993-21.8% | $13,390-24.1% |