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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 | $215,828 | $160,070+34.8% | $147,117+46.7% | $145,897+47.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $15,911 | $5,285+201.1% | $4,932+222.6% | $4,663+241.2% |
| Participant deferral / active EE | $11,097 | $8,419+31.8% | $8,065+37.6% | $6,689+65.9% |
| Admin fee / account holder | $1,018 | $15,035-93.2% | $12,993-92.2% | $13,390-92.4% |