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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 | $183,187 | $160,070+14.4% | $147,117+24.5% | $145,897+25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $7,523 | $5,285+42.4% | $4,932+52.5% | $4,663+61.4% |
| Participant deferral / active EE | $11,501 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $64,037 | $15,035+325.9% | $12,993+392.9% | $13,390+378.2% |