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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 | $230,800 | $160,040+44.2% | $147,096+56.9% | $145,877+58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $16,195 | $5,289+206.2% | $4,936+228.1% | $4,663+247.3% |
| Participant deferral / active EE | $3,185 | $8,429-62.2% | $8,071-60.5% | $6,691-52.4% |
| Admin fee / account holder | $4,920 | $15,050-67.3% | $13,005-62.2% | $13,402-63.3% |