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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 | $214,228 | $160,040+33.9% | $147,096+45.6% | $145,877+46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.11% | 98.49%-82.4pp | 419.75%-403.6pp | 551.28%-535.2pp |
| Employer contribution / active EE | $11,313 | $5,289+113.9% | $4,936+129.2% | $4,663+142.6% |
| Participant deferral / active EE | $11,417 | $8,429+35.5% | $8,071+41.5% | $6,691+70.7% |
| Admin fee / account holder | $4,563 | $15,050-69.7% | $13,005-64.9% | $13,402-66.0% |