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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 | $246,634 | $160,070+54.1% | $147,117+67.6% | $145,897+69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.04% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $16,228 | $5,285+207.1% | $4,932+229.0% | $4,663+248.0% |
| Participant deferral / active EE | $10,569 | $8,419+25.5% | $8,065+31.1% | $6,689+58.0% |
| Admin fee / account holder | $4,114 | $15,035-72.6% | $12,993-68.3% | $13,390-69.3% |