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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 | $176,136 | $166,268+5.9% | $165,100+6.7% | $145,897+20.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.77% | 100.52%-86.8pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $19,230 | $5,284+263.9% | $4,348+342.3% | $4,663+312.4% |
| Participant deferral / active EE | $9,532 | $6,964+36.9% | $6,035+57.9% | $6,689+42.5% |
| Admin fee / account holder | $10,243 | $16,659-38.5% | $12,696-19.3% | $13,390-23.5% |