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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 | $215,330 | $159,934+34.6% | $147,005+46.5% | $145,959+47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 98.24%-83.9pp | 418.76%-404.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $10,634 | $5,287+101.1% | $4,934+115.5% | $4,661+128.2% |
| Participant deferral / active EE | $14,556 | $8,427+72.7% | $8,070+80.4% | $6,689+117.6% |
| Admin fee / account holder | $53,125 | $15,053+252.9% | $13,006+308.5% | $13,398+296.5% |