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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 | $235,106 | $160,028+46.9% | $147,080+59.8% | $145,884+61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.60%-88.7pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $6,009 | $5,286+13.7% | $4,933+21.8% | $4,662+28.9% |
| Participant deferral / active EE | $17,545 | $8,422+108.3% | $8,066+117.5% | $6,690+162.3% |
| Admin fee / account holder | $2,030 | $15,030-86.5% | $12,989-84.4% | $13,392-84.8% |