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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 | $168,849 | $160,040+5.5% | $147,096+14.8% | $145,877+15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,724 | $5,289-67.4% | $4,936-65.1% | $4,663-63.0% |
| Participant deferral / active EE | $7,052 | $8,429-16.3% | $8,071-12.6% | $6,691+5.4% |
| Admin fee / account holder | $15,997 | $15,050+6.3% | $13,005+23.0% | $13,402+19.4% |