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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 | $227,537 | $160,070+42.1% | $147,117+54.7% | $145,897+56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $15,153 | $5,285+186.8% | $4,932+207.2% | $4,663+225.0% |
| Participant deferral / active EE | $14,035 | $8,419+66.7% | $8,065+74.0% | $6,689+109.8% |
| Admin fee / account holder | $4,925 | $15,035-67.2% | $12,993-62.1% | $13,390-63.2% |