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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 | $166,029 | $160,070+3.7% | $147,117+12.9% | $145,897+13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.50% | 98.69%-75.2pp | 420.54%-397.0pp | 552.29%-528.8pp |
| Employer contribution / active EE | $7,417 | $5,285+40.3% | $4,932+50.4% | $4,663+59.1% |
| Participant deferral / active EE | $24,667 | $8,419+193.0% | $8,065+205.9% | $6,689+268.7% |
| Admin fee / account holder | $3,598 | $15,035-76.1% | $12,993-72.3% | $13,390-73.1% |