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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 | $184,838 | $160,070+15.5% | $147,117+25.6% | $145,897+26.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.86% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $11,069 | $5,285+109.5% | $4,932+124.4% | $4,663+137.4% |
| Participant deferral / active EE | $8,466 | $8,419+0.6% | $8,065+5.0% | $6,689+26.6% |
| Admin fee / account holder | $20,306 | $15,035+35.1% | $12,993+56.3% | $13,390+51.6% |