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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 | $229,815 | $176,105+30.5% | $159,474+44.1% | $167,536+37.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.61% | 331.91%-311.3pp | 263.68%-243.1pp | 478.82%-458.2pp |
| Employer contribution / active EE | $6,456 | $5,299+21.8% | $4,831+33.6% | $4,839+33.4% |
| Participant deferral / active EE | $5,855 | $7,751-24.5% | $7,353-20.4% | $6,342-7.7% |
| Admin fee / account holder | $6,022 | $12,559-52.1% | $10,802-44.3% | $12,315-51.1% |