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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 | $175,910 | $160,028+9.9% | $147,080+19.6% | $145,884+20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 98.60%-81.1pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $5,541 | $5,286+4.8% | $4,933+12.3% | $4,662+18.8% |
| Participant deferral / active EE | $13,615 | $8,422+61.7% | $8,066+68.8% | $6,690+103.5% |
| Admin fee / account holder | $538 | $15,030-96.4% | $12,989-95.9% | $13,392-96.0% |