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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 | $244,417 | $160,070+52.7% | $147,117+66.1% | $145,897+67.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $20,342 | $5,285+284.9% | $4,932+312.4% | $4,663+336.3% |
| Participant deferral / active EE | $18,961 | $8,419+125.2% | $8,065+135.1% | $6,689+183.5% |
| Admin fee / account holder | $40,235 | $15,035+167.6% | $12,993+209.7% | $13,390+200.5% |