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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 | $212,973 | $198,457+7.3% | $170,435+25.0% | $147,586+44.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.42% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $30,151 | $6,183+387.6% | $5,432+455.0% | $4,876+518.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,865 | $16,852+23.8% | $13,881+50.3% | $10,886+91.7% |