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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 | $247,684 | $160,028+54.8% | $147,080+68.4% | $145,884+69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $4,884 | $5,286-7.6% | $4,933-1.0% | $4,662+4.8% |
| Participant deferral / active EE | $9,901 | $8,422+17.6% | $8,066+22.7% | $6,690+48.0% |
| Admin fee / account holder | $12,826 | $15,030-14.7% | $12,989-1.3% | $13,392-4.2% |