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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 | $202,943 | $160,040+26.8% | $147,096+38.0% | $145,877+39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $19,514 | $5,289+268.9% | $4,936+295.3% | $4,663+318.5% |
| Participant deferral / active EE | $4,778 | $8,429-43.3% | $8,071-40.8% | $6,691-28.6% |
| Admin fee / account holder | $1,318 | $15,050-91.2% | $13,005-89.9% | $13,402-90.2% |