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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 | $235,084 | $160,028+46.9% | $147,080+59.8% | $145,884+61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.32% | 98.60%-76.3pp | 420.17%-397.9pp | 551.85%-529.5pp |
| Employer contribution / active EE | $5,872 | $5,286+11.1% | $4,933+19.0% | $4,662+26.0% |
| Participant deferral / active EE | $10,314 | $8,422+22.5% | $8,066+27.9% | $6,690+54.2% |
| Admin fee / account holder | $48,735 | $15,030+224.3% | $12,989+275.2% | $13,392+263.9% |