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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 | $159,972 | $159,9340% | $147,005+8.8% | $145,959+9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 98.24%-80.6pp | 418.76%-401.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $10,364 | $5,287+96.0% | $4,934+110.0% | $4,661+122.4% |
| Participant deferral / active EE | $9,783 | $8,427+16.1% | $8,070+21.2% | $6,689+46.3% |
| Admin fee / account holder | $733 | $15,053-95.1% | $13,006-94.4% | $13,398-94.5% |