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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 | $160,040+42.0% | $147,096+54.5% | $145,877+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.24% | 98.49%-72.3pp | 419.75%-393.5pp | 551.28%-525.0pp |
| Employer contribution / active EE | $15,649 | $5,289+195.8% | $4,936+217.0% | $4,663+235.6% |
| Participant deferral / active EE | $17,151 | $8,429+103.5% | $8,071+112.5% | $6,691+156.3% |
| Admin fee / account holder | $994 | $15,050-93.4% | $13,005-92.4% | $13,402-92.6% |