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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 | $248,561 | $160,040+55.3% | $147,096+69.0% | $145,877+70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,124 | $5,289-59.8% | $4,936-57.0% | $4,663-54.4% |
| Participant deferral / active EE | $15,744 | $8,429+86.8% | $8,071+95.1% | $6,691+135.3% |
| Admin fee / account holder | $1,076 | $15,050-92.8% | $13,005-91.7% | $13,402-92.0% |