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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 | $160,040+30.2% | $147,096+41.6% | $145,877+42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.33% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $16,764 | $5,289+216.9% | $4,936+239.6% | $4,663+259.5% |
| Participant deferral / active EE | $8,531 | $8,429+1.2% | $8,071+5.7% | $6,691+27.5% |
| Admin fee / account holder | $85,964 | $15,050+471.2% | $13,005+561.0% | $13,402+541.4% |