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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 | $215,056 | $160,040+34.4% | $147,096+46.2% | $145,877+47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $10,167 | $5,289+92.2% | $4,936+106.0% | $4,663+118.0% |
| Participant deferral / active EE | $8,862 | $8,429+5.1% | $8,071+9.8% | $6,691+32.5% |
| Admin fee / account holder | $1,842 | $15,050-87.8% | $13,005-85.8% | $13,402-86.3% |