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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 | $188,018 | $159,934+17.6% | $147,005+27.9% | $145,959+28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 98.24%-83.4pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $11,563 | $5,287+118.7% | $4,934+134.3% | $4,661+148.1% |
| Participant deferral / active EE | $10,218 | $8,427+21.3% | $8,070+26.6% | $6,689+52.8% |
| Admin fee / account holder | $1,289 | $15,053-91.4% | $13,006-90.1% | $13,398-90.4% |