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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 | $178,063 | $160,028+11.3% | $147,080+21.1% | $145,884+22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $6,851 | $5,286+29.6% | $4,933+38.9% | $4,662+46.9% |
| Participant deferral / active EE | $9,938 | $8,422+18.0% | $8,066+23.2% | $6,690+48.6% |
| Admin fee / account holder | $1,468 | $15,030-90.2% | $12,989-88.7% | $13,392-89.0% |