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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 | $245,320 | $160,070+53.3% | $147,117+66.8% | $145,897+68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $9,786 | $5,285+85.2% | $4,932+98.4% | $4,663+109.9% |
| Participant deferral / active EE | $22,571 | $8,419+168.1% | $8,065+179.9% | $6,689+237.4% |
| Admin fee / account holder | $8,304 | $15,035-44.8% | $12,993-36.1% | $13,390-38.0% |