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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 | $187,120 | $159,934+17.0% | $147,005+27.3% | $145,959+28.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $23,070 | $5,287+336.3% | $4,934+367.6% | $4,661+395.0% |
| Participant deferral / active EE | $17,076 | $8,427+102.6% | $8,070+111.6% | $6,689+155.3% |
| Admin fee / account holder | $2,027 | $15,053-86.5% | $13,006-84.4% | $13,398-84.9% |