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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 | $213,007 | $160,070+33.1% | $147,117+44.8% | $145,897+46.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,487 | $5,285+79.5% | $4,932+92.3% | $4,663+103.5% |
| Participant deferral / active EE | $12,496 | $8,419+48.4% | $8,065+54.9% | $6,689+86.8% |
| Admin fee / account holder | $612 | $15,035-95.9% | $12,993-95.3% | $13,390-95.4% |