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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 | $220,816 | $190,879+15.7% | $160,009+38.0% | $134,532+64.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 21.19% | 552.63%-531.4pp | 408.85%-387.7pp | 418.27%-397.1pp |
| Employer contribution / active EE | $22,500 | $4,995+350.5% | $4,225+432.5% | $4,741+374.6% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,059 | $10,495+176.9% | $8,715+233.4% | $11,429+154.3% |