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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 | $194,837 | $160,070+21.7% | $147,117+32.4% | $145,897+33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,134 | $5,285-40.7% | $4,932-36.5% | $4,663-32.8% |
| Participant deferral / active EE | $12,194 | $8,419+44.8% | $8,065+51.2% | $6,689+82.3% |
| Admin fee / account holder | $1,928 | $15,035-87.2% | $12,993-85.2% | $13,390-85.6% |