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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 | $160,028+56.0% | $147,080+69.7% | $145,884+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $5,311 | $5,286+0.5% | $4,933+7.7% | $4,662+13.9% |
| Participant deferral / active EE | $8,375 | $8,422-0.6% | $8,066+3.8% | $6,690+25.2% |
| Admin fee / account holder | $37,932 | $15,030+152.4% | $12,989+192.0% | $13,392+183.2% |