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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 | $204,867 | $160,028+28.0% | $147,080+39.3% | $145,884+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,820 | $5,286-65.6% | $4,933-63.1% | $4,662-61.0% |
| Participant deferral / active EE | $6,500 | $8,422-22.8% | $8,066-19.4% | $6,690-2.8% |
| Admin fee / account holder | $344 | $15,030-97.7% | $12,989-97.4% | $13,392-97.4% |