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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 | $200,398 | $160,040+25.2% | $147,096+36.2% | $145,877+37.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.10% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,841 | $5,289-27.4% | $4,936-22.2% | $4,663-17.6% |
| Participant deferral / active EE | $16,427 | $8,429+94.9% | $8,071+103.5% | $6,691+145.5% |
| Admin fee / account holder | $1,748 | $15,050-88.4% | $13,005-86.6% | $13,402-87.0% |