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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 | $159,934+30.4% | $147,005+41.8% | $145,959+42.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.79% | 98.24%-82.4pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $6,191 | $5,287+17.1% | $4,934+25.5% | $4,661+32.8% |
| Participant deferral / active EE | $17,923 | $8,427+112.7% | $8,070+122.1% | $6,689+168.0% |
| Admin fee / account holder | $3,078 | $15,053-79.6% | $13,006-76.3% | $13,398-77.0% |