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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 | $245,403 | $160,040+53.3% | $147,096+66.8% | $145,877+68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.97% | 98.49%-76.5pp | 419.75%-397.8pp | 551.28%-529.3pp |
| Employer contribution / active EE | $8,647 | $5,289+63.5% | $4,936+75.2% | $4,663+85.4% |
| Participant deferral / active EE | $15,680 | $8,429+86.0% | $8,071+94.3% | $6,691+134.4% |
| Admin fee / account holder | $3,378 | $15,050-77.6% | $13,005-74.0% | $13,402-74.8% |