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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 | $160,040+15.5% | $147,096+25.7% | $145,877+26.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.27% | 98.49%-68.2pp | 419.75%-389.5pp | 551.28%-521.0pp |
| Employer contribution / active EE | $3,403 | $5,289-35.7% | $4,936-31.1% | $4,663-27.0% |
| Participant deferral / active EE | $8,796 | $8,429+4.4% | $8,071+9.0% | $6,691+31.5% |
| Admin fee / account holder | $3,196 | $15,050-78.8% | $13,005-75.4% | $13,402-76.2% |