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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 | $249,299 | $160,070+55.7% | $147,117+69.5% | $145,897+70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.61% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $10,345 | $5,285+95.8% | $4,932+109.7% | $4,663+121.9% |
| Participant deferral / active EE | $5,911 | $8,419-29.8% | $8,065-26.7% | $6,689-11.6% |
| Admin fee / account holder | $9,504 | $15,035-36.8% | $12,993-26.8% | $13,390-29.0% |