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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 | $184,834 | $160,070+15.5% | $147,117+25.6% | $145,897+26.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.27% | 98.69%-68.4pp | 420.54%-390.3pp | 552.29%-522.0pp |
| Employer contribution / active EE | $3,403 | $5,285-35.6% | $4,932-31.0% | $4,663-27.0% |
| Participant deferral / active EE | $8,796 | $8,419+4.5% | $8,065+9.1% | $6,689+31.5% |
| Admin fee / account holder | $3,196 | $15,035-78.7% | $12,993-75.4% | $13,390-76.1% |