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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 | $232,130 | $160,070+45.0% | $147,117+57.8% | $145,897+59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $21,828 | $5,285+313.1% | $4,932+342.5% | $4,663+368.1% |
| Participant deferral / active EE | $15,383 | $8,419+82.7% | $8,065+90.7% | $6,689+130.0% |
| Admin fee / account holder | $3,170 | $15,035-78.9% | $12,993-75.6% | $13,390-76.3% |