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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 | $160,070+46.3% | $147,117+59.1% | $145,897+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $25,367 | $5,285+380.0% | $4,932+414.3% | $4,663+444.0% |
| Participant deferral / active EE | $11,081 | $8,419+31.6% | $8,065+37.4% | $6,689+65.6% |
| Admin fee / account holder | $33,294 | $15,035+121.4% | $12,993+156.3% | $13,390+148.6% |