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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 | $171,339 | $166,131+3.1% | $164,975+3.9% | $145,877+17.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.38% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $9,290 | $5,276+76.1% | $4,343+113.9% | $4,663+99.2% |
| Participant deferral / active EE | $23,677 | $6,962+240.1% | $6,033+292.4% | $6,691+253.9% |
| Admin fee / account holder | $11,512 | $16,648-30.8% | $12,688-9.3% | $13,402-14.1% |