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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 | $239,660 | $160,040+49.8% | $147,096+62.9% | $145,877+64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,749 | $5,289-10.2% | $4,936-3.8% | $4,663+1.8% |
| Participant deferral / active EE | $16,476 | $8,429+95.5% | $8,071+104.1% | $6,691+146.3% |
| Admin fee / account holder | $6,570 | $15,050-56.3% | $13,005-49.5% | $13,402-51.0% |