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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 | $198,566 | $160,040+24.1% | $147,096+35.0% | $145,877+36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.39% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $13,209 | $5,289+149.7% | $4,936+167.6% | $4,663+183.3% |
| Participant deferral / active EE | $11,933 | $8,429+41.6% | $8,071+47.9% | $6,691+78.4% |
| Admin fee / account holder | $27,581 | $15,050+83.3% | $13,005+112.1% | $13,402+105.8% |