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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 | $171,548 | $159,978+7.2% | $147,041+16.7% | $145,978+17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.64% | 98.36%-86.7pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $31,911 | $5,288+503.4% | $4,935+546.6% | $4,662+584.5% |
| Participant deferral / active EE | $24,463 | $8,429+190.2% | $8,071+203.1% | $6,690+265.7% |
| Admin fee / account holder | $959 | $15,053-93.6% | $13,006-92.6% | $13,400-92.8% |