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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 | $211,741 | $160,070+32.3% | $147,117+43.9% | $145,897+45.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,933 | $5,285-25.6% | $4,932-20.3% | $4,663-15.7% |
| Participant deferral / active EE | $12,621 | $8,419+49.9% | $8,065+56.5% | $6,689+88.7% |
| Admin fee / account holder | $5,838 | $15,035-61.2% | $12,993-55.1% | $13,390-56.4% |