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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 | $167,228 | $160,028+4.5% | $147,080+13.7% | $145,884+14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.60%-82.7pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,620 | $5,286-31.5% | $4,933-26.6% | $4,662-22.4% |
| Participant deferral / active EE | $9,513 | $8,422+13.0% | $8,066+17.9% | $6,690+42.2% |
| Admin fee / account holder | $2,728 | $15,030-81.9% | $12,989-79.0% | $13,392-79.6% |