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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 | $246,755 | $198,457+24.3% | $170,435+44.8% | $147,586+67.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.43% | 257.30%-234.9pp | 205.94%-183.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,885 | $6,183-53.3% | $5,432-46.9% | $4,876-40.8% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $6,716 | $16,852-60.2% | $13,881-51.6% | $10,886-38.3% |