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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 | $227,107 | $160,070+41.9% | $147,117+54.4% | $145,897+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,883 | $5,285-45.4% | $4,932-41.6% | $4,663-38.2% |
| Participant deferral / active EE | $11,904 | $8,419+41.4% | $8,065+47.6% | $6,689+78.0% |
| Admin fee / account holder | $17,140 | $15,035+14.0% | $12,993+31.9% | $13,390+28.0% |