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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 | $208,502 | $160,040+30.3% | $147,096+41.7% | $145,877+42.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.79% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $6,191 | $5,289+17.0% | $4,936+25.4% | $4,663+32.8% |
| Participant deferral / active EE | $17,923 | $8,429+112.6% | $8,071+122.1% | $6,691+167.9% |
| Admin fee / account holder | $3,078 | $15,050-79.5% | $13,005-76.3% | $13,402-77.0% |