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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 | $211,966 | $160,070+32.4% | $147,117+44.1% | $145,897+45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $15,879 | $5,285+200.5% | $4,932+221.9% | $4,663+240.6% |
| Participant deferral / active EE | $15,188 | $8,419+80.4% | $8,065+88.3% | $6,689+127.1% |
| Admin fee / account holder | $19,698 | $15,035+31.0% | $12,993+51.6% | $13,390+47.1% |