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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 | $177,363 | $160,040+10.8% | $147,096+20.6% | $145,877+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,347 | $5,289-55.6% | $4,936-52.5% | $4,663-49.7% |
| Participant deferral / active EE | $8,834 | $8,429+4.8% | $8,071+9.5% | $6,691+32.0% |
| Admin fee / account holder | $3,429 | $15,050-77.2% | $13,005-73.6% | $13,402-74.4% |