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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 | $202,315 | $160,040+26.4% | $147,096+37.5% | $145,877+38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,778 | $5,289-28.6% | $4,936-23.5% | $4,663-19.0% |
| Participant deferral / active EE | $8,482 | $8,429+0.6% | $8,071+5.1% | $6,691+26.8% |
| Admin fee / account holder | $23,730 | $15,050+57.7% | $13,005+82.5% | $13,402+77.1% |