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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 | $185,535 | $160,028+15.9% | $147,080+26.1% | $145,884+27.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $9,598 | $5,286+81.6% | $4,933+94.6% | $4,662+105.9% |
| Participant deferral / active EE | $13,739 | $8,422+63.1% | $8,066+70.3% | $6,690+105.4% |
| Admin fee / account holder | $2,089 | $15,030-86.1% | $12,989-83.9% | $13,392-84.4% |