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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 | $210,686 | $183,978+14.5% | $162,171+29.9% | $152,885+37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.18% | 150.78%-127.6pp | 115.60%-92.4pp | 345.39%-322.2pp |
| Employer contribution / active EE | $19,096 | $6,370+199.8% | $5,613+240.2% | $4,763+300.9% |
| Participant deferral / active EE | $15,733 | $8,033+95.9% | $7,297+115.6% | $5,851+168.9% |
| Admin fee / account holder | $10,726 | $13,122-18.3% | $10,843-1.1% | $11,598-7.5% |