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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 | $160,040+41.7% | $147,096+54.2% | $145,877+55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.3pp |
| Employer contribution / active EE | $9,656 | $5,289+82.6% | $4,936+95.6% | $4,663+107.1% |
| Participant deferral / active EE | $14,088 | $8,429+67.1% | $8,071+74.6% | $6,691+110.6% |
| Admin fee / account holder | $659 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |