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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 | $208,335 | $160,070+30.2% | $147,117+41.6% | $145,897+42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 10.33% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $16,764 | $5,285+217.2% | $4,932+239.9% | $4,663+259.5% |
| Participant deferral / active EE | $8,531 | $8,419+1.3% | $8,065+5.8% | $6,689+27.5% |
| Admin fee / account holder | $85,964 | $15,035+471.8% | $12,993+561.6% | $13,390+542.0% |