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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 | $173,103 | $160,070+8.1% | $147,117+17.7% | $145,897+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.82% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,958 | $5,285-44.0% | $4,932-40.0% | $4,663-36.6% |
| Participant deferral / active EE | $7,741 | $8,419-8.1% | $8,065-4.0% | $6,689+15.7% |
| Admin fee / account holder | $170,415 | $15,035+1033.4% | $12,993+1211.6% | $13,390+1172.7% |