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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 | $196,072 | $160,070+22.5% | $147,117+33.3% | $145,897+34.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $8,311 | $5,285+57.3% | $4,932+68.5% | $4,663+78.2% |
| Participant deferral / active EE | $11,776 | $8,419+39.9% | $8,065+46.0% | $6,689+76.0% |
| Admin fee / account holder | $8,203 | $15,035-45.4% | $12,993-36.9% | $13,390-38.7% |