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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 | $172,209 | $160,070+7.6% | $147,117+17.1% | $145,897+18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.62% | 98.69%-57.1pp | 420.54%-378.9pp | 552.29%-510.7pp |
| Employer contribution / active EE | $8,530 | $5,285+61.4% | $4,932+72.9% | $4,663+82.9% |
| Participant deferral / active EE | $5,647 | $8,419-32.9% | $8,065-30.0% | $6,689-15.6% |
| Admin fee / account holder | $2,540 | $15,035-83.1% | $12,993-80.5% | $13,390-81.0% |