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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 | $230,074 | $125,184+83.8% | $105,607+117.9% | $145,884+57.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.31% | 225.00%-211.7pp | 116.11%-102.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $9,177 | $3,720+146.7% | $3,167+189.8% | $4,662+96.8% |
| Participant deferral / active EE | $5,427 | $5,714-5.0% | $5,011+8.3% | $6,690-18.9% |
| Admin fee / account holder | $23,628 | $17,133+37.9% | $10,958+115.6% | $13,392+76.4% |