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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 | $160,040+27.9% | $147,096+39.1% | $145,877+40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $6,692 | $5,289+26.5% | $4,936+35.6% | $4,663+43.5% |
| Participant deferral / active EE | $11,345 | $8,429+34.6% | $8,071+40.6% | $6,691+69.6% |
| Admin fee / account holder | $1,442 | $15,050-90.4% | $13,005-88.9% | $13,402-89.2% |