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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 | $210,222 | $160,028+31.4% | $147,080+42.9% | $145,884+44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.60%-88.3pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,656 | $5,286-30.8% | $4,933-25.9% | $4,662-21.6% |
| Participant deferral / active EE | $14,931 | $8,422+77.3% | $8,066+85.1% | $6,690+123.2% |
| Admin fee / account holder | $2,579 | $15,030-82.8% | $12,989-80.1% | $13,392-80.7% |