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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 | $160,028+7.2% | $147,080+16.6% | $145,884+17.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.64% | 98.60%-87.0pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $31,911 | $5,286+503.7% | $4,933+546.8% | $4,662+584.4% |
| Participant deferral / active EE | $24,463 | $8,422+190.5% | $8,066+203.3% | $6,690+265.7% |
| Admin fee / account holder | $959 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |