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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 | $168,095 | $160,028+5.0% | $147,080+14.3% | $145,884+15.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $15,558 | $5,286+194.3% | $4,933+215.4% | $4,662+233.7% |
| Participant deferral / active EE | $11,511 | $8,422+36.7% | $8,066+42.7% | $6,690+72.1% |
| Admin fee / account holder | $22,814 | $15,030+51.8% | $12,989+75.6% | $13,392+70.4% |