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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 | $249,633 | $160,070+56.0% | $147,117+69.7% | $145,897+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,311 | $5,285+0.5% | $4,932+7.7% | $4,663+13.9% |
| Participant deferral / active EE | $8,375 | $8,419-0.5% | $8,065+3.8% | $6,689+25.2% |
| Admin fee / account holder | $37,932 | $15,035+152.3% | $12,993+191.9% | $13,390+183.3% |