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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 | $181,619 | $160,040+13.5% | $147,096+23.5% | $145,877+24.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,322 | $5,289-18.3% | $4,936-12.4% | $4,663-7.3% |
| Participant deferral / active EE | $15,516 | $8,429+84.1% | $8,071+92.2% | $6,691+131.9% |
| Admin fee / account holder | $2,415 | $15,050-84.0% | $13,005-81.4% | $13,402-82.0% |