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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 | $198,991 | $160,070+24.3% | $147,117+35.3% | $145,897+36.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.86% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $12,903 | $5,285+144.2% | $4,932+161.6% | $4,663+176.7% |
| Participant deferral / active EE | $10,925 | $8,419+29.8% | $8,065+35.5% | $6,689+63.3% |
| Admin fee / account holder | $2,553 | $15,035-83.0% | $12,993-80.4% | $13,390-80.9% |