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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 | $205,436 | $197,819+3.9% | $155,789+31.9% | $125,389+63.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 12.06% | 86.73%-74.7pp | 71.54%-59.5pp | 282.24%-270.2pp |
| Employer contribution / active EE | $13,419 | $4,850+176.7% | $3,839+249.6% | $4,866+175.8% |
| Participant deferral / active EE | $2,760 | $5,631-51.0% | $4,798-42.5% | $5,352-48.4% |
| Admin fee / account holder | $1,277 | $9,544-86.6% | $7,477-82.9% | $9,541-86.6% |