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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 | $240,422 | $160,070+50.2% | $147,117+63.4% | $145,897+64.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.77% | 98.69%-62.9pp | 420.54%-384.8pp | 552.29%-516.5pp |
| Employer contribution / active EE | $7,652 | $5,285+44.8% | $4,932+55.1% | $4,663+64.1% |
| Participant deferral / active EE | $16,240 | $8,419+92.9% | $8,065+101.4% | $6,689+142.8% |
| Admin fee / account holder | $947 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |