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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 | $170,910 | $160,070+6.8% | $147,117+16.2% | $145,897+17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $11,578 | $5,285+119.1% | $4,932+134.7% | $4,663+148.3% |
| Participant deferral / active EE | $18,107 | $8,419+115.1% | $8,065+124.5% | $6,689+170.7% |
| Admin fee / account holder | $11,514 | $15,035-23.4% | $12,993-11.4% | $13,390-14.0% |