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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 | $240,533 | $198,457+21.2% | $170,435+41.1% | $147,586+63.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.24% | 257.30%-239.1pp | 205.94%-187.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $11,647 | $6,183+88.4% | $5,432+114.4% | $4,876+138.8% |
| Participant deferral / active EE | $11,945 | $5,629+112.2% | $4,939+141.8% | $5,439+119.6% |
| Admin fee / account holder | $8,978 | $16,852-46.7% | $13,881-35.3% | $10,886-17.5% |