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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 | $227,604 | $159,978+42.3% | $147,041+54.8% | $145,978+55.9% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 10.54% | 98.36%-87.8pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $3,929 | $5,288-25.7% | $4,935-20.4% | $4,662-15.7% |
| Participant deferral / active EE | $7,671 | $8,429-9.0% | $8,071-4.9% | $6,690+14.7% |
| Admin fee / account holder | $116,462 | $15,053+673.7% | $13,006+795.4% | $13,400+769.1% |