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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 | $231,564 | $160,028+44.7% | $147,080+57.4% | $145,884+58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.64% | 98.60%-77.0pp | 420.17%-398.5pp | 551.85%-530.2pp |
| Employer contribution / active EE | $3,840 | $5,286-27.4% | $4,933-22.2% | $4,662-17.6% |
| Participant deferral / active EE | $17,380 | $8,422+106.4% | $8,066+115.5% | $6,690+159.8% |
| Admin fee / account holder | $4,916 | $15,030-67.3% | $12,989-62.2% | $13,392-63.3% |