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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 | $162,609 | $160,070+1.6% | $147,117+10.5% | $145,897+11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $5,502 | $5,285+4.1% | $4,932+11.6% | $4,663+18.0% |
| Participant deferral / active EE | $9,218 | $8,419+9.5% | $8,065+14.3% | $6,689+37.8% |
| Admin fee / account holder | $1,655 | $15,035-89.0% | $12,993-87.3% | $13,390-87.6% |