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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 | $166,990 | $160,028+4.4% | $147,080+13.5% | $145,884+14.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.41% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.4pp |
| Employer contribution / active EE | $32,447 | $5,286+513.9% | $4,933+557.7% | $4,662+596.0% |
| Participant deferral / active EE | $15,239 | $8,422+80.9% | $8,066+88.9% | $6,690+127.8% |
| Admin fee / account holder | $385 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |