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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 | $198,228 | $160,040+23.9% | $147,096+34.8% | $145,877+35.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.60% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,617 | $5,289-31.6% | $4,936-26.7% | $4,663-22.4% |
| Participant deferral / active EE | $14,307 | $8,429+69.7% | $8,071+77.3% | $6,691+113.8% |
| Admin fee / account holder | $35,936 | $15,050+138.8% | $13,005+176.3% | $13,402+168.1% |