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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 | $236,801 | $175,231+35.1% | $149,696+58.2% | $139,466+69.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.74% | 166.77%-155.0pp | 134.46%-122.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $5,051 | $5,478-7.8% | $4,821+4.8% | $4,754+6.2% |
| Participant deferral / active EE | $5,422 | $6,521-16.9% | $5,682-4.6% | $6,712-19.2% |
| Admin fee / account holder | $3,973 | $16,155-75.4% | $13,212-69.9% | $11,409-65.2% |