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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 | $243,577 | $198,457+22.7% | $170,435+42.9% | $147,586+65.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.80% | 257.30%-246.5pp | 205.94%-195.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $26,752 | $6,183+332.7% | $5,432+392.5% | $4,876+448.6% |
| Participant deferral / active EE | $14,900 | $5,629+164.7% | $4,939+201.7% | $5,439+174.0% |
| Admin fee / account holder | $56,177 | $16,852+233.3% | $13,881+304.7% | $10,886+416.1% |