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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 | $234,789 | $175,231+34.0% | $149,696+56.8% | $139,466+68.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $18,300 | $5,478+234.1% | $4,821+279.6% | $4,754+284.9% |
| Participant deferral / active EE | $24,493 | $6,521+275.6% | $5,682+331.1% | $6,712+264.9% |
| Admin fee / account holder | $1,670 | $16,155-89.7% | $13,212-87.4% | $11,409-85.4% |