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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 | $223,806 | $198,462+12.8% | $170,439+31.3% | $147,585+51.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.88% | 257.30%-247.4pp | 205.94%-196.1pp | 578.58%-568.7pp |
| Employer contribution / active EE | $13,798 | $6,184+123.1% | $5,433+154.0% | $4,876+183.0% |
| Participant deferral / active EE | $7,210 | $5,629+28.1% | $4,939+46.0% | $5,439+32.6% |
| Admin fee / account holder | $42,314 | $16,852+151.1% | $13,881+204.8% | $10,886+288.7% |