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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 | $165,323 | $160,028+3.3% | $147,080+12.4% | $145,884+13.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $9,286 | $5,286+75.7% | $4,933+88.2% | $4,662+99.2% |
| Participant deferral / active EE | $8,665 | $8,422+2.9% | $8,066+7.4% | $6,690+29.5% |
| Admin fee / account holder | $1,417 | $15,030-90.6% | $12,989-89.1% | $13,392-89.4% |