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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 | $216,368 | $160,028+35.2% | $147,080+47.1% | $145,884+48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $9,660 | $5,286+82.8% | $4,933+95.8% | $4,662+107.2% |
| Participant deferral / active EE | $5,351 | $8,422-36.5% | $8,066-33.7% | $6,690-20.0% |
| Admin fee / account holder | $4,834 | $15,030-67.8% | $12,989-62.8% | $13,392-63.9% |