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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 | $241,728 | $160,070+51.0% | $147,117+64.3% | $145,897+65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $35,395 | $5,285+569.8% | $4,932+617.6% | $4,663+659.1% |
| Participant deferral / active EE | $12,688 | $8,419+50.7% | $8,065+57.3% | $6,689+89.7% |
| Admin fee / account holder | $118,988 | $15,035+691.4% | $12,993+815.8% | $13,390+788.6% |