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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 | $198,042 | $166,268+19.1% | $165,100+20.0% | $145,897+35.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.1pp |
| Employer contribution / active EE | $17,217 | $5,284+225.8% | $4,348+296.0% | $4,663+269.2% |
| Participant deferral / active EE | $10,646 | $6,964+52.9% | $6,035+76.4% | $6,689+59.2% |
| Admin fee / account holder | $65,802 | $16,659+295.0% | $12,696+418.3% | $13,390+391.4% |