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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 | $240,324 | $160,070+50.1% | $147,117+63.4% | $145,897+64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $17,077 | $5,285+223.1% | $4,932+246.2% | $4,663+266.2% |
| Participant deferral / active EE | $21,005 | $8,419+149.5% | $8,065+160.5% | $6,689+214.0% |
| Admin fee / account holder | $445 | $15,035-97.0% | $12,993-96.6% | $13,390-96.7% |