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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 | $188,975 | $160,040+18.1% | $147,096+28.5% | $145,877+29.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,988 | $5,289+13.2% | $4,936+21.3% | $4,663+28.4% |
| Participant deferral / active EE | $12,285 | $8,429+45.8% | $8,071+52.2% | $6,691+83.6% |
| Admin fee / account holder | $25,154 | $15,050+67.1% | $13,005+93.4% | $13,402+87.7% |