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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 | $193,513 | $159,934+21.0% | $147,005+31.6% | $145,959+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.38% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $9,950 | $5,287+88.2% | $4,934+101.7% | $4,661+113.5% |
| Participant deferral / active EE | $11,588 | $8,427+37.5% | $8,070+43.6% | $6,689+73.2% |
| Admin fee / account holder | $1,451 | $15,053-90.4% | $13,006-88.8% | $13,398-89.2% |