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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 | $207,239 | $160,028+29.5% | $147,080+40.9% | $145,884+42.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $12,123 | $5,286+129.3% | $4,933+145.7% | $4,662+160.0% |
| Participant deferral / active EE | $13,296 | $8,422+57.9% | $8,066+64.8% | $6,690+98.8% |
| Admin fee / account holder | $138,751 | $15,030+823.2% | $12,989+968.2% | $13,392+936.1% |