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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 | $226,807 | $160,028+41.7% | $147,080+54.2% | $145,884+55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 98.60%-81.6pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $9,656 | $5,286+82.7% | $4,933+95.7% | $4,662+107.1% |
| Participant deferral / active EE | $14,088 | $8,422+67.3% | $8,066+74.7% | $6,690+110.6% |
| Admin fee / account holder | $659 | $15,030-95.6% | $12,989-94.9% | $13,392-95.1% |