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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 | $234,957 | $160,070+46.8% | $147,117+59.7% | $145,897+61.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $11,000 | $5,285+108.1% | $4,932+123.0% | $4,663+135.9% |
| Participant deferral / active EE | $11,866 | $8,419+40.9% | $8,065+47.1% | $6,689+77.4% |
| Admin fee / account holder | $6,540 | $15,035-56.5% | $12,993-49.7% | $13,390-51.2% |