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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 | $228,567 | $160,028+42.8% | $147,080+55.4% | $145,884+56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,602 | $5,286-31.9% | $4,933-27.0% | $4,662-22.7% |
| Participant deferral / active EE | $11,047 | $8,422+31.2% | $8,066+37.0% | $6,690+65.1% |
| Admin fee / account holder | $51,728 | $15,030+244.2% | $12,989+298.3% | $13,392+286.3% |