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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 | $239,864 | $160,028+49.9% | $147,080+63.1% | $145,884+64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.66% | 98.60%-70.9pp | 420.17%-392.5pp | 551.85%-524.2pp |
| Employer contribution / active EE | $9,060 | $5,286+71.4% | $4,933+83.6% | $4,662+94.3% |
| Participant deferral / active EE | $7,667 | $8,422-9.0% | $8,066-5.0% | $6,690+14.6% |
| Admin fee / account holder | $2,437 | $15,030-83.8% | $12,989-81.2% | $13,392-81.8% |