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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 | $160,028+7.6% | $147,080+17.1% | $145,884+18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.62% | 98.60%-57.0pp | 420.17%-378.5pp | 551.85%-510.2pp |
| Employer contribution / active EE | $8,530 | $5,286+61.4% | $4,933+72.9% | $4,662+83.0% |
| Participant deferral / active EE | $5,647 | $8,422-33.0% | $8,066-30.0% | $6,690-15.6% |
| Admin fee / account holder | $2,540 | $15,030-83.1% | $12,989-80.4% | $13,392-81.0% |