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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 | $229,670 | $159,934+43.6% | $147,005+56.2% | $145,959+57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $37,642 | $5,287+611.9% | $4,934+662.9% | $4,661+707.6% |
| Participant deferral / active EE | $8,967 | $8,427+6.4% | $8,070+11.1% | $6,689+34.1% |
| Admin fee / account holder | $564 | $15,053-96.3% | $13,006-95.7% | $13,398-95.8% |