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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 | $157,278 | $160,028-1.7% | $147,080+6.9% | $145,884+7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $10,784 | $5,286+104.0% | $4,933+118.6% | $4,662+131.3% |
| Participant deferral / active EE | $13,094 | $8,422+55.5% | $8,066+62.3% | $6,690+95.7% |
| Admin fee / account holder | $11,156 | $15,030-25.8% | $12,989-14.1% | $13,392-16.7% |