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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 | $160,040+40.0% | $147,096+52.3% | $145,877+53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,832 | $5,289-46.5% | $4,936-42.6% | $4,663-39.3% |
| Participant deferral / active EE | $21,237 | $8,429+152.0% | $8,071+163.1% | $6,691+217.4% |
| Admin fee / account holder | $4,445 | $15,050-70.5% | $13,005-65.8% | $13,402-66.8% |