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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 | $235,922 | $160,040+47.4% | $147,096+60.4% | $145,877+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,646 | $5,289-50.0% | $4,936-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $10,509 | $8,429+24.7% | $8,071+30.2% | $6,691+57.1% |
| Admin fee / account holder | $14,441 | $15,050-4.0% | $13,005+11.0% | $13,402+7.8% |