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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 | $160,040+11.3% | $147,096+21.1% | $145,877+22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $6,851 | $5,289+29.5% | $4,936+38.8% | $4,663+46.9% |
| Participant deferral / active EE | $9,938 | $8,429+17.9% | $8,071+23.1% | $6,691+48.5% |
| Admin fee / account holder | $1,468 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |