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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 | $204,951 | $160,070+28.0% | $147,117+39.3% | $145,897+40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,861 | $5,285-26.9% | $4,932-21.7% | $4,663-17.2% |
| Participant deferral / active EE | $8,229 | $8,419-2.3% | $8,065+2.0% | $6,689+23.0% |
| Admin fee / account holder | $2,062 | $15,035-86.3% | $12,993-84.1% | $13,390-84.6% |