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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 | $217,873 | $176,120+23.7% | $159,487+36.6% | $167,553+30.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.57% | 331.95%-306.4pp | 263.71%-238.1pp | 478.89%-453.3pp |
| Employer contribution / active EE | $21,051 | $5,299+297.2% | $4,831+335.7% | $4,840+335.0% |
| Participant deferral / active EE | $18,190 | $7,752+134.7% | $7,354+147.4% | $6,343+186.8% |
| Admin fee / account holder | $31,015 | $12,561+146.9% | $10,804+187.1% | $12,316+151.8% |