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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 | $205,523 | $160,028+28.4% | $147,080+39.7% | $145,884+40.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $20,273 | $5,286+283.5% | $4,933+310.9% | $4,662+334.8% |
| Participant deferral / active EE | $19,085 | $8,422+126.6% | $8,066+136.6% | $6,690+185.3% |
| Admin fee / account holder | $2,143 | $15,030-85.7% | $12,989-83.5% | $13,392-84.0% |