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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 | $221,276 | $160,028+38.3% | $147,080+50.4% | $145,884+51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $9,599 | $5,286+81.6% | $4,933+94.6% | $4,662+105.9% |
| Participant deferral / active EE | $11,438 | $8,422+35.8% | $8,066+41.8% | $6,690+71.0% |
| Admin fee / account holder | $13,870 | $15,030-7.7% | $12,989+6.8% | $13,392+3.6% |