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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 | $160,040+51.0% | $147,096+64.3% | $145,877+65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $35,395 | $5,289+569.2% | $4,936+617.1% | $4,663+659.1% |
| Participant deferral / active EE | $12,688 | $8,429+50.5% | $8,071+57.2% | $6,691+89.6% |
| Admin fee / account holder | $118,988 | $15,050+690.6% | $13,005+814.9% | $13,402+787.8% |