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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 | $223,984 | $160,040+40.0% | $147,096+52.3% | $145,877+53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.01% | 98.49%-77.5pp | 419.75%-398.7pp | 551.28%-530.3pp |
| Employer contribution / active EE | $11,873 | $5,289+124.5% | $4,936+140.5% | $4,663+154.6% |
| Participant deferral / active EE | $25,975 | $8,429+208.2% | $8,071+221.8% | $6,691+288.2% |
| Admin fee / account holder | $551 | $15,050-96.3% | $13,005-95.8% | $13,402-95.9% |