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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 | $166,275 | $160,040+3.9% | $147,096+13.0% | $145,877+14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $6,460 | $5,289+22.1% | $4,936+30.9% | $4,663+38.5% |
| Participant deferral / active EE | $12,167 | $8,429+44.3% | $8,071+50.7% | $6,691+81.8% |
| Admin fee / account holder | $13,385 | $15,050-11.1% | $13,005+2.9% | $13,402-0.1% |