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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 | $245,185 | $160,070+53.2% | $147,117+66.7% | $145,897+68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.75% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $12,264 | $5,285+132.1% | $4,932+148.6% | $4,663+163.0% |
| Participant deferral / active EE | $22,110 | $8,419+162.6% | $8,065+174.2% | $6,689+230.5% |
| Admin fee / account holder | $11,941 | $15,035-20.6% | $12,993-8.1% | $13,390-10.8% |