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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 | $160,040+50.2% | $147,096+63.4% | $145,877+64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 98.49%-79.3pp | 419.75%-400.6pp | 551.28%-532.1pp |
| Employer contribution / active EE | $17,077 | $5,289+222.8% | $4,936+246.0% | $4,663+266.2% |
| Participant deferral / active EE | $21,005 | $8,429+149.2% | $8,071+160.3% | $6,691+214.0% |
| Admin fee / account holder | $445 | $15,050-97.0% | $13,005-96.6% | $13,402-96.7% |