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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 | $227,193 | $160,070+41.9% | $147,117+54.4% | $145,897+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.24% | 98.69%-72.4pp | 420.54%-394.3pp | 552.29%-526.0pp |
| Employer contribution / active EE | $15,649 | $5,285+196.1% | $4,932+217.3% | $4,663+235.6% |
| Participant deferral / active EE | $17,151 | $8,419+103.7% | $8,065+112.7% | $6,689+156.4% |
| Admin fee / account holder | $994 | $15,035-93.4% | $12,993-92.3% | $13,390-92.6% |