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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 | $231,246 | $180,749+27.9% | $160,784+43.8% | $137,256+68.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.49% | 2234.46%-2220.0pp | 1803.92%-1789.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,100 | $4,155+94.9% | $3,733+117.0% | $4,156+94.9% |
| Participant deferral / active EE | $31,000 | $6,844+352.9% | $6,293+392.6% | $6,407+383.9% |
| Admin fee / account holder | $9,507 | $10,397-8.6% | $9,717-2.2% | $12,270-22.5% |