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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 | $207,097 | $198,457+4.4% | $170,435+21.5% | $147,586+40.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.84% | 257.30%-247.5pp | 205.94%-196.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $13,081 | $6,183+111.6% | $5,432+140.8% | $4,876+168.3% |
| Participant deferral / active EE | $4,608 | $5,629-18.1% | $4,939-6.7% | $5,439-15.3% |
| Admin fee / account holder | $37,835 | $16,852+124.5% | $13,881+172.6% | $10,886+247.6% |