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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 | $225,296 | $160,040+40.8% | $147,096+53.2% | $145,877+54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.79% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $11,946 | $5,289+125.8% | $4,936+142.0% | $4,663+156.2% |
| Participant deferral / active EE | $9,830 | $8,429+16.6% | $8,071+21.8% | $6,691+46.9% |
| Admin fee / account holder | $18,604 | $15,050+23.6% | $13,005+43.0% | $13,402+38.8% |