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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 | $217,703 | $160,070+36.0% | $147,117+48.0% | $145,897+49.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $5,861 | $5,285+10.9% | $4,932+18.8% | $4,663+25.7% |
| Participant deferral / active EE | $13,502 | $8,419+60.4% | $8,065+67.4% | $6,689+101.8% |
| Admin fee / account holder | $3,753 | $15,035-75.0% | $12,993-71.1% | $13,390-72.0% |