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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 | $163,310 | $160,040+2.0% | $147,096+11.0% | $145,877+12.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $14,292 | $5,289+170.2% | $4,936+189.5% | $4,663+206.5% |
| Participant deferral / active EE | $14,426 | $8,429+71.2% | $8,071+78.7% | $6,691+115.6% |
| Admin fee / account holder | $19,049 | $15,050+26.6% | $13,005+46.5% | $13,402+42.1% |