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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 | $204,652 | $160,070+27.9% | $147,117+39.1% | $145,897+40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $6,692 | $5,285+26.6% | $4,932+35.7% | $4,663+43.5% |
| Participant deferral / active EE | $11,345 | $8,419+34.7% | $8,065+40.7% | $6,689+69.6% |
| Admin fee / account holder | $1,442 | $15,035-90.4% | $12,993-88.9% | $13,390-89.2% |