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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 | $190,892 | $159,978+19.3% | $147,041+29.8% | $145,978+30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.28% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $37,256 | $5,288+604.5% | $4,935+654.9% | $4,662+699.2% |
| Participant deferral / active EE | $16,198 | $8,429+92.2% | $8,071+100.7% | $6,690+142.1% |
| Admin fee / account holder | $76,655 | $15,053+409.2% | $13,006+489.4% | $13,400+472.0% |