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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 | $208,024 | $160,070+30.0% | $147,117+41.4% | $145,897+42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.20% | 98.69%-66.5pp | 420.54%-388.3pp | 552.29%-520.1pp |
| Employer contribution / active EE | $12,351 | $5,285+133.7% | $4,932+150.4% | $4,663+164.9% |
| Participant deferral / active EE | $15,850 | $8,419+88.3% | $8,065+96.5% | $6,689+136.9% |
| Admin fee / account holder | $14,049 | $15,035-6.6% | $12,993+8.1% | $13,390+4.9% |