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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 | $166,017 | $160,028+3.7% | $147,080+12.9% | $145,884+13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.10% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.7pp |
| Employer contribution / active EE | $4,984 | $5,286-5.7% | $4,933+1.0% | $4,662+6.9% |
| Participant deferral / active EE | $20,871 | $8,422+147.8% | $8,066+158.7% | $6,690+212.0% |
| Admin fee / account holder | $901 | $15,030-94.0% | $12,989-93.1% | $13,392-93.3% |