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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 | $229,228 | $160,070+43.2% | $147,117+55.8% | $145,897+57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,524 | $5,285-71.2% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $4,674 | $8,419-44.5% | $8,065-42.0% | $6,689-30.1% |
| Admin fee / account holder | $57,193 | $15,035+280.4% | $12,993+340.2% | $13,390+327.1% |