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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 | $229,211 | $176,120+30.1% | $159,487+43.7% | $167,553+36.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.52% | 331.95%-319.4pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $4,941 | $5,299-6.8% | $4,831+2.3% | $4,840+2.1% |
| Participant deferral / active EE | $13,379 | $7,752+72.6% | $7,354+81.9% | $6,343+110.9% |
| Admin fee / account holder | $26,443 | $12,561+110.5% | $10,804+144.8% | $12,316+114.7% |