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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 | $234,369 | $160,028+46.5% | $147,080+59.3% | $145,884+60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.08% | 98.60%-80.5pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $13,021 | $5,286+146.3% | $4,933+163.9% | $4,662+179.3% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $1,118 | $15,030-92.6% | $12,989-91.4% | $13,392-91.7% |