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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 | $234,107 | $160,040+46.3% | $147,096+59.2% | $145,877+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $25,367 | $5,289+379.6% | $4,936+413.9% | $4,663+444.0% |
| Participant deferral / active EE | $11,081 | $8,429+31.5% | $8,071+37.3% | $6,691+65.6% |
| Admin fee / account holder | $33,294 | $15,050+121.2% | $13,005+156.0% | $13,402+148.4% |