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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 | $167,687 | $159,978+4.8% | $147,041+14.0% | $145,978+14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $8,394 | $5,288+58.7% | $4,935+70.1% | $4,662+80.1% |
| Participant deferral / active EE | $14,419 | $8,429+71.1% | $8,071+78.7% | $6,690+115.5% |
| Admin fee / account holder | $5,907 | $15,053-60.8% | $13,006-54.6% | $13,400-55.9% |