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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 | $243,166 | $160,040+51.9% | $147,096+65.3% | $145,877+66.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.90% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,219 | $5,289+17.6% | $4,936+26.0% | $4,663+33.4% |
| Participant deferral / active EE | $22,868 | $8,429+171.3% | $8,071+183.3% | $6,691+241.8% |
| Admin fee / account holder | $1,547 | $15,050-89.7% | $13,005-88.1% | $13,402-88.5% |