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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 | $230,487 | $160,070+44.0% | $147,117+56.7% | $145,897+58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $7,276 | $5,285+37.7% | $4,932+47.5% | $4,663+56.0% |
| Participant deferral / active EE | $14,034 | $8,419+66.7% | $8,065+74.0% | $6,689+109.8% |
| Admin fee / account holder | $22,872 | $15,035+52.1% | $12,993+76.0% | $13,390+70.8% |