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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 | $224,257 | $160,040+40.1% | $147,096+52.5% | $145,877+53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $20,286 | $5,289+283.5% | $4,936+311.0% | $4,663+335.0% |
| Participant deferral / active EE | $28,430 | $8,429+237.3% | $8,071+252.2% | $6,691+324.9% |
| Admin fee / account holder | $31,626 | $15,050+110.1% | $13,005+143.2% | $13,402+136.0% |