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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 | $239,290 | $176,105+35.9% | $159,474+50.1% | $167,536+42.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.61% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $25,080 | $5,299+373.3% | $4,831+419.2% | $4,839+418.3% |
| Participant deferral / active EE | $9,707 | $7,751+25.2% | $7,353+32.0% | $6,342+53.1% |
| Admin fee / account holder | $368 | $12,559-97.1% | $10,802-96.6% | $12,315-97.0% |