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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 | $229,123 | $160,070+43.1% | $147,117+55.7% | $145,897+57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $4,853 | $5,285-8.2% | $4,932-1.6% | $4,663+4.1% |
| Participant deferral / active EE | $6,964 | $8,419-17.3% | $8,065-13.6% | $6,689+4.1% |
| Admin fee / account holder | $821 | $15,035-94.5% | $12,993-93.7% | $13,390-93.9% |