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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 | $210,307 | $160,040+31.4% | $147,096+43.0% | $145,877+44.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.35% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $8,434 | $5,289+59.5% | $4,936+70.9% | $4,663+80.9% |
| Participant deferral / active EE | $11,391 | $8,429+35.1% | $8,071+41.1% | $6,691+70.3% |
| Admin fee / account holder | $54,352 | $15,050+261.1% | $13,005+317.9% | $13,402+305.5% |