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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 | $247,675 | $198,457+24.8% | $170,435+45.3% | $147,586+67.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.06% | 257.30%-244.2pp | 205.94%-192.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $14,471 | $6,183+134.0% | $5,432+166.4% | $4,876+196.7% |
| Participant deferral / active EE | $8,424 | $5,629+49.6% | $4,939+70.5% | $5,439+54.9% |
| Admin fee / account holder | $2,224 | $16,852-86.8% | $13,881-84.0% | $10,886-79.6% |