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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 | $159,978+4.5% | $147,041+13.7% | $145,978+14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.36%-82.4pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $3,620 | $5,288-31.5% | $4,935-26.6% | $4,662-22.3% |
| Participant deferral / active EE | $9,513 | $8,429+12.9% | $8,071+17.9% | $6,690+42.2% |
| Admin fee / account holder | $2,728 | $15,053-81.9% | $13,006-79.0% | $13,400-79.6% |