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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 | $174,882 | $160,040+9.3% | $147,096+18.9% | $145,877+19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.02% | 98.49%-56.5pp | 419.75%-377.7pp | 551.28%-509.3pp |
| Employer contribution / active EE | $15,393 | $5,289+191.0% | $4,936+211.9% | $4,663+230.1% |
| Participant deferral / active EE | $13,293 | $8,429+57.7% | $8,071+64.7% | $6,691+98.7% |
| Admin fee / account holder | $739 | $15,050-95.1% | $13,005-94.3% | $13,402-94.5% |