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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 | $230,725 | $160,040+44.2% | $147,096+56.9% | $145,877+58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.54% | 98.49%-73.0pp | 419.75%-394.2pp | 551.28%-525.7pp |
| Employer contribution / active EE | $17,773 | $5,289+236.0% | $4,936+260.1% | $4,663+281.2% |
| Participant deferral / active EE | $16,363 | $8,429+94.1% | $8,071+102.7% | $6,691+144.6% |
| Admin fee / account holder | $21,223 | $15,050+41.0% | $13,005+63.2% | $13,402+58.4% |