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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 | $233,344 | $217,432+7.3% | $185,851+25.6% | $167,553+39.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.51% | 148.43%-133.9pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $20,310 | $5,874+245.7% | $5,168+293.0% | $4,840+319.7% |
| Participant deferral / active EE | $16,419 | $6,357+158.3% | $5,569+194.8% | $6,343+158.9% |
| Admin fee / account holder | $267,962 | $19,820+1252.0% | $16,245+1549.5% | $12,316+2075.7% |