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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 | $213,007 | $159,934+33.2% | $147,005+44.9% | $145,959+45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 98.24%-86.3pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $9,487 | $5,287+79.4% | $4,934+92.3% | $4,661+103.5% |
| Participant deferral / active EE | $12,496 | $8,427+48.3% | $8,070+54.8% | $6,689+86.8% |
| Admin fee / account holder | $612 | $15,053-95.9% | $13,006-95.3% | $13,398-95.4% |