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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 | $236,631 | $198,461+19.2% | $170,436+38.8% | $147,585+60.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 65.61% | 257.30%-191.7pp | 205.94%-140.3pp | 578.57%-513.0pp |
| Employer contribution / active EE | $12,624 | $6,184+104.2% | $5,433+132.4% | $4,876+158.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $987 | $16,852-94.1% | $13,880-92.9% | $10,885-90.9% |