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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 | $201,250 | $160,028+25.8% | $147,080+36.8% | $145,884+38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,145 | $8,422+20.5% | $8,066+25.8% | $6,690+51.6% |
| Admin fee / account holder | $4,183 | $15,030-72.2% | $12,989-67.8% | $13,392-68.8% |