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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 | $160,028+46.3% | $147,080+59.2% | $145,884+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $25,367 | $5,286+379.9% | $4,933+414.2% | $4,662+444.1% |
| Participant deferral / active EE | $11,081 | $8,422+31.6% | $8,066+37.4% | $6,690+65.6% |
| Admin fee / account holder | $33,294 | $15,030+121.5% | $12,989+156.3% | $13,392+148.6% |