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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 | $215,056 | $160,070+34.4% | $147,117+46.2% | $145,897+47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $10,167 | $5,285+92.4% | $4,932+106.1% | $4,663+118.1% |
| Participant deferral / active EE | $8,862 | $8,419+5.3% | $8,065+9.9% | $6,689+32.5% |
| Admin fee / account holder | $1,842 | $15,035-87.7% | $12,993-85.8% | $13,390-86.2% |