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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 | $208,969 | $160,028+30.6% | $147,080+42.1% | $145,884+43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $9,394 | $5,286+77.7% | $4,933+90.4% | $4,662+101.5% |
| Participant deferral / active EE | $6,640 | $8,422-21.2% | $8,066-17.7% | $6,690-0.7% |
| Admin fee / account holder | $1,164 | $15,030-92.3% | $12,989-91.0% | $13,392-91.3% |