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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 | $192,724 | $160,040+20.4% | $147,096+31.0% | $145,877+32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.01% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $7,135 | $5,289+34.9% | $4,936+44.6% | $4,663+53.0% |
| Participant deferral / active EE | $9,619 | $8,429+14.1% | $8,071+19.2% | $6,691+43.8% |
| Admin fee / account holder | $7,144 | $15,050-52.5% | $13,005-45.1% | $13,402-46.7% |