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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 | $159,934+55.4% | $147,005+69.1% | $145,959+70.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $2,124 | $5,287-59.8% | $4,934-57.0% | $4,661-54.4% |
| Participant deferral / active EE | $15,744 | $8,427+86.8% | $8,070+95.1% | $6,689+135.4% |
| Admin fee / account holder | $1,076 | $15,053-92.9% | $13,006-91.7% | $13,398-92.0% |