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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 | $160,040+54.1% | $147,096+67.7% | $145,877+69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.04% | 98.49%-77.5pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $16,228 | $5,289+206.8% | $4,936+228.8% | $4,663+248.0% |
| Participant deferral / active EE | $10,569 | $8,429+25.4% | $8,071+30.9% | $6,691+58.0% |
| Admin fee / account holder | $4,114 | $15,050-72.7% | $13,005-68.4% | $13,402-69.3% |