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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 | $199,461 | $159,978+24.7% | $147,041+35.6% | $145,978+36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.84% | 98.36%-88.5pp | 419.21%-409.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $4,817 | $5,288-8.9% | $4,935-2.4% | $4,662+3.3% |
| Participant deferral / active EE | $10,152 | $8,429+20.4% | $8,071+25.8% | $6,690+51.8% |
| Admin fee / account holder | $41,429 | $15,053+175.2% | $13,006+218.5% | $13,400+209.2% |