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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 | $240,258 | $160,040+50.1% | $147,096+63.3% | $145,877+64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $11,662 | $5,289+120.5% | $4,936+136.3% | $4,663+150.1% |
| Participant deferral / active EE | $7,130 | $8,429-15.4% | $8,071-11.7% | $6,691+6.6% |
| Admin fee / account holder | $1,047 | $15,050-93.0% | $13,005-92.0% | $13,402-92.2% |