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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 | $174,414 | $160,028+9.0% | $147,080+18.6% | $145,884+19.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,000 | $5,286-5.4% | $4,933+1.4% | $4,662+7.2% |
| Participant deferral / active EE | $9,000 | $8,422+6.9% | $8,066+11.6% | $6,690+34.5% |
| Admin fee / account holder | $1,529 | $15,030-89.8% | $12,989-88.2% | $13,392-88.6% |