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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 | $247,373 | $160,070+54.5% | $147,117+68.1% | $145,897+69.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.47% | 98.69%-75.2pp | 420.54%-397.1pp | 552.29%-528.8pp |
| Employer contribution / active EE | $12,496 | $5,285+136.5% | $4,932+153.3% | $4,663+168.0% |
| Participant deferral / active EE | $16,271 | $8,419+93.3% | $8,065+101.8% | $6,689+143.2% |
| Admin fee / account holder | $1,277 | $15,035-91.5% | $12,993-90.2% | $13,390-90.5% |