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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 | $240,848 | $183,988+30.9% | $162,177+48.5% | $152,897+57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.06% | 150.79%-133.7pp | 115.60%-98.5pp | 345.43%-328.4pp |
| Employer contribution / active EE | $15,510 | $6,370+143.5% | $5,613+176.3% | $4,764+225.6% |
| Participant deferral / active EE | $18,133 | $8,032+125.8% | $7,297+148.5% | $5,851+209.9% |
| Admin fee / account holder | $3,008 | $13,123-77.1% | $10,843-72.3% | $11,599-74.1% |