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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 | $172,758 | $160,070+7.9% | $147,117+17.4% | $145,897+18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.78% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $19,212 | $5,285+263.5% | $4,932+289.5% | $4,663+312.0% |
| Participant deferral / active EE | $19,000 | $8,419+125.7% | $8,065+135.6% | $6,689+184.0% |
| Admin fee / account holder | $852 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |