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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 | $159,934+28.1% | $147,005+39.4% | $145,959+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,861 | $5,287-27.0% | $4,934-21.8% | $4,661-17.2% |
| Participant deferral / active EE | $8,229 | $8,427-2.4% | $8,070+2.0% | $6,689+23.0% |
| Admin fee / account holder | $2,062 | $15,053-86.3% | $13,006-84.1% | $13,398-84.6% |