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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 | $195,696 | $160,070+22.3% | $147,117+33.0% | $145,897+34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.50% | 98.69%-79.2pp | 420.54%-401.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $1,680 | $5,285-68.2% | $4,932-65.9% | $4,663-64.0% |
| Participant deferral / active EE | $8,611 | $8,419+2.3% | $8,065+6.8% | $6,689+28.7% |
| Admin fee / account holder | $2,799 | $15,035-81.4% | $12,993-78.5% | $13,390-79.1% |