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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 | $162,531 | $160,028+1.6% | $147,080+10.5% | $145,884+11.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.14% | 98.60%-84.5pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $12,388 | $5,286+134.4% | $4,933+151.1% | $4,662+165.7% |
| Participant deferral / active EE | $12,025 | $8,422+42.8% | $8,066+49.1% | $6,690+79.8% |
| Admin fee / account holder | $568 | $15,030-96.2% | $12,989-95.6% | $13,392-95.8% |