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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 | $171,214 | $160,070+7.0% | $147,117+16.4% | $145,897+17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.50% | 98.69%-78.2pp | 420.54%-400.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $10,147 | $5,285+92.0% | $4,932+105.7% | $4,663+117.6% |
| Participant deferral / active EE | $10,102 | $8,419+20.0% | $8,065+25.3% | $6,689+51.0% |
| Admin fee / account holder | $5,411 | $15,035-64.0% | $12,993-58.4% | $13,390-59.6% |