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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 | $190,933 | $159,934+19.4% | $147,005+29.9% | $145,959+30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.25% | 98.24%-68.0pp | 418.76%-388.5pp | 561.95%-531.7pp |
| Employer contribution / active EE | $8,675 | $5,287+64.1% | $4,934+75.8% | $4,661+86.1% |
| Participant deferral / active EE | $7,667 | $8,427-9.0% | $8,070-5.0% | $6,689+14.6% |
| Admin fee / account holder | $1,829 | $15,053-87.8% | $13,006-85.9% | $13,398-86.3% |