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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 | $207,457 | $160,040+29.6% | $147,096+41.0% | $145,877+42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $9,371 | $5,289+77.2% | $4,936+89.9% | $4,663+101.0% |
| Participant deferral / active EE | $12,648 | $8,429+50.1% | $8,071+56.7% | $6,691+89.0% |
| Admin fee / account holder | $2,656 | $15,050-82.4% | $13,005-79.6% | $13,402-80.2% |