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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 | $170,092 | $160,028+6.3% | $147,080+15.6% | $145,884+16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $13,997 | $5,286+164.8% | $4,933+183.7% | $4,662+200.2% |
| Participant deferral / active EE | $11,202 | $8,422+33.0% | $8,066+38.9% | $6,690+67.4% |
| Admin fee / account holder | $1,660 | $15,030-89.0% | $12,989-87.2% | $13,392-87.6% |