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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 | $182,980 | $160,028+14.3% | $147,080+24.4% | $145,884+25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.82% | 98.60%-79.8pp | 420.17%-401.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $3,785 | $5,286-28.4% | $4,933-23.3% | $4,662-18.8% |
| Participant deferral / active EE | $14,618 | $8,422+73.6% | $8,066+81.2% | $6,690+118.5% |
| Admin fee / account holder | $635 | $15,030-95.8% | $12,989-95.1% | $13,392-95.3% |