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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 | $223,594 | $176,105+27.0% | $159,474+40.2% | $167,536+33.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.46% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.4pp |
| Employer contribution / active EE | $38,500 | $5,299+626.6% | $4,831+697.0% | $4,839+695.6% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $1,771 | $12,559-85.9% | $10,802-83.6% | $12,315-85.6% |