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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 | $160,028+42.2% | $147,080+54.7% | $145,884+56.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 10.54% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,929 | $5,286-25.7% | $4,933-20.4% | $4,662-15.7% |
| Participant deferral / active EE | $7,671 | $8,422-8.9% | $8,066-4.9% | $6,690+14.7% |
| Admin fee / account holder | $116,462 | $15,030+674.9% | $12,989+796.6% | $13,392+769.6% |