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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 | $206,714 | $160,040+29.2% | $147,096+40.5% | $145,877+41.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.38% | 98.49%-76.1pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $16,707 | $5,289+215.9% | $4,936+238.5% | $4,663+258.3% |
| Participant deferral / active EE | $10,408 | $8,429+23.5% | $8,071+29.0% | $6,691+55.6% |
| Admin fee / account holder | $72,949 | $15,050+384.7% | $13,005+460.9% | $13,402+444.3% |