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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 | $228,208 | $198,457+15.0% | $170,435+33.9% | $147,586+54.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.91% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $10,626 | $6,183+71.9% | $5,432+95.6% | $4,876+117.9% |
| Participant deferral / active EE | $6,587 | $5,629+17.0% | $4,939+33.4% | $5,439+21.1% |
| Admin fee / account holder | $78,377 | $16,852+365.1% | $13,881+464.6% | $10,886+620.0% |