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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 | $197,273 | $160,040+23.3% | $147,096+34.1% | $145,877+35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,776 | $5,289-9.7% | $4,936-3.2% | $4,663+2.4% |
| Participant deferral / active EE | $9,264 | $8,429+9.9% | $8,071+14.8% | $6,691+38.5% |
| Admin fee / account holder | $78,277 | $15,050+420.1% | $13,005+501.9% | $13,402+484.1% |