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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 | $224,078 | $160,070+40.0% | $147,117+52.3% | $145,897+53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,832 | $5,285-46.4% | $4,932-42.6% | $4,663-39.3% |
| Participant deferral / active EE | $21,237 | $8,419+152.2% | $8,065+163.3% | $6,689+217.5% |
| Admin fee / account holder | $4,445 | $15,035-70.4% | $12,993-65.8% | $13,390-66.8% |