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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 | $239,716 | $165,361+45.0% | $149,715+60.1% | $158,950+50.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.27% | 348.24%-326.0pp | 276.66%-254.4pp | 302.91%-280.6pp |
| Employer contribution / active EE | $23,744 | $5,103+365.3% | $4,645+411.2% | $4,762+398.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,051 | $10,808+85.5% | $9,310+115.4% | $11,248+78.3% |