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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 | $243,812 | $160,070+52.3% | $147,117+65.7% | $145,897+67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.99% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $16,801 | $5,285+217.9% | $4,932+240.6% | $4,663+260.3% |
| Participant deferral / active EE | $21,056 | $8,419+150.1% | $8,065+161.1% | $6,689+214.8% |
| Admin fee / account holder | $2,486 | $15,035-83.5% | $12,993-80.9% | $13,390-81.4% |