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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 | $182,446 | $159,934+14.1% | $147,005+24.1% | $145,959+25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.40% | 98.24%-87.8pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $5,089 | $5,287-3.8% | $4,934+3.1% | $4,661+9.2% |
| Participant deferral / active EE | $10,041 | $8,427+19.2% | $8,070+24.4% | $6,689+50.1% |
| Admin fee / account holder | $38,413 | $15,053+155.2% | $13,006+195.3% | $13,398+186.7% |