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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 | $176,032 | $160,070+10.0% | $147,117+19.7% | $145,897+20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,976 | $5,285-43.7% | $4,932-39.7% | $4,663-36.2% |
| Participant deferral / active EE | $7,274 | $8,419-13.6% | $8,065-9.8% | $6,689+8.7% |
| Admin fee / account holder | $14,390 | $15,035-4.3% | $12,993+10.8% | $13,390+7.5% |