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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 | $171,414 | $160,028+7.1% | $147,080+16.5% | $145,884+17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 299.74% | 98.60%+201.1pp | 420.17%-120.4pp | 551.85%-252.1pp |
| Employer contribution / active EE | $4,544 | $5,286-14.0% | $4,933-7.9% | $4,662-2.5% |
| Participant deferral / active EE | $12,063 | $8,422+43.2% | $8,066+49.6% | $6,690+80.3% |
| Admin fee / account holder | $12,198 | $15,030-18.8% | $12,989-6.1% | $13,392-8.9% |