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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 | $244,299 | $160,040+52.6% | $147,096+66.1% | $145,877+67.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.40% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,463 | $5,289-15.6% | $4,936-9.6% | $4,663-4.3% |
| Participant deferral / active EE | $20,125 | $8,429+138.8% | $8,071+149.3% | $6,691+200.8% |
| Admin fee / account holder | $2,840 | $15,050-81.1% | $13,005-78.2% | $13,402-78.8% |