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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 | $159,978+41.3% | $147,041+53.7% | $145,978+54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $4,783 | $5,288-9.6% | $4,935-3.1% | $4,662+2.6% |
| Participant deferral / active EE | $8,405 | $8,429-0.3% | $8,071+4.1% | $6,690+25.6% |
| Admin fee / account holder | $1,247 | $15,053-91.7% | $13,006-90.4% | $13,400-90.7% |