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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 | $204,652 | $159,934+28.0% | $147,005+39.2% | $145,959+40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $6,692 | $5,287+26.6% | $4,934+35.6% | $4,661+43.6% |
| Participant deferral / active EE | $11,345 | $8,427+34.6% | $8,070+40.6% | $6,689+69.6% |
| Admin fee / account holder | $1,442 | $15,053-90.4% | $13,006-88.9% | $13,398-89.2% |