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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 | $206,238 | $184,000+12.1% | $162,185+27.2% | $152,909+34.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.47% | 150.80%-128.3pp | 115.61%-93.1pp | 345.46%-323.0pp |
| Employer contribution / active EE | $22,415 | $6,370+251.9% | $5,613+299.3% | $4,764+370.5% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $1,739 | $13,124-86.7% | $10,844-84.0% | $11,601-85.0% |