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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 | $194,262 | $166,131+16.9% | $164,975+17.8% | $145,877+33.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.63% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $7,675 | $5,276+45.5% | $4,343+76.7% | $4,663+64.6% |
| Participant deferral / active EE | $6,754 | $6,962-3.0% | $6,033+11.9% | $6,691+1.0% |
| Admin fee / account holder | $1,911 | $16,648-88.5% | $12,688-84.9% | $13,402-85.7% |