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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 | $163,823 | $160,040+2.4% | $147,096+11.4% | $145,877+12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $16,689 | $5,289+215.5% | $4,936+238.1% | $4,663+257.9% |
| Participant deferral / active EE | $13,123 | $8,429+55.7% | $8,071+62.6% | $6,691+96.1% |
| Admin fee / account holder | $16,055 | $15,050+6.7% | $13,005+23.4% | $13,402+19.8% |