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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 | $209,574 | $160,070+30.9% | $147,117+42.5% | $145,897+43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 98.69%-80.3pp | 420.54%-402.2pp | 552.29%-533.9pp |
| Employer contribution / active EE | $11,254 | $5,285+113.0% | $4,932+128.2% | $4,663+141.4% |
| Participant deferral / active EE | $14,861 | $8,419+76.5% | $8,065+84.3% | $6,689+122.2% |
| Admin fee / account holder | $1,031 | $15,035-93.1% | $12,993-92.1% | $13,390-92.3% |