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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 | $193,335 | $148,582+30.1% | $135,942+42.2% | $139,456+38.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.23% | 79.26%-66.0pp | 68.28%-55.0pp | 373.45%-360.2pp |
| Employer contribution / active EE | $14,847 | $5,245+183.1% | $4,858+205.7% | $4,753+212.4% |
| Participant deferral / active EE | $20,271 | $8,101+150.2% | $7,759+161.3% | $6,711+202.0% |
| Admin fee / account holder | $28,348 | $12,402+128.6% | $10,764+163.4% | $11,407+148.5% |