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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 | $227,598 | $198,457+14.7% | $170,435+33.5% | $147,586+54.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.09% | 257.30%-247.2pp | 205.94%-195.8pp | 578.59%-568.5pp |
| Employer contribution / active EE | $13,449 | $6,183+117.5% | $5,432+147.6% | $4,876+175.8% |
| Participant deferral / active EE | $15,716 | $5,629+179.2% | $4,939+218.2% | $5,439+189.0% |
| Admin fee / account holder | $69,171 | $16,852+310.5% | $13,881+398.3% | $10,886+535.4% |