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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 | $226,010 | $160,070+41.2% | $147,117+53.6% | $145,897+54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $4,783 | $5,285-9.5% | $4,932-3.0% | $4,663+2.6% |
| Participant deferral / active EE | $8,405 | $8,419-0.2% | $8,065+4.2% | $6,689+25.7% |
| Admin fee / account holder | $1,247 | $15,035-91.7% | $12,993-90.4% | $13,390-90.7% |