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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 | $160,070+39.9% | $147,117+52.2% | $145,897+53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.01% | 98.69%-77.7pp | 420.54%-399.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $11,873 | $5,285+124.7% | $4,932+140.7% | $4,663+154.6% |
| Participant deferral / active EE | $25,975 | $8,419+208.5% | $8,065+222.1% | $6,689+288.3% |
| Admin fee / account holder | $551 | $15,035-96.3% | $12,993-95.8% | $13,390-95.9% |