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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 | $206,892 | $160,028+29.3% | $147,080+40.7% | $145,884+41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.60% | 98.60%-79.0pp | 420.17%-400.6pp | 551.85%-532.2pp |
| Employer contribution / active EE | $20,590 | $5,286+289.5% | $4,933+317.4% | $4,662+341.6% |
| Participant deferral / active EE | $21,981 | $8,422+161.0% | $8,066+172.5% | $6,690+228.6% |
| Admin fee / account holder | $1,295 | $15,030-91.4% | $12,989-90.0% | $13,392-90.3% |