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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 | $213,117 | $160,040+33.2% | $147,096+44.9% | $145,877+46.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.45% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,792 | $5,289-47.2% | $4,936-43.4% | $4,663-40.1% |
| Participant deferral / active EE | $10,368 | $8,429+23.0% | $8,071+28.5% | $6,691+55.0% |
| Admin fee / account holder | $3,524 | $15,050-76.6% | $13,005-72.9% | $13,402-73.7% |