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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 | $218,192 | $160,070+36.3% | $147,117+48.3% | $145,897+49.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $16,067 | $5,285+204.0% | $4,932+225.7% | $4,663+244.6% |
| Participant deferral / active EE | $12,386 | $8,419+47.1% | $8,065+53.6% | $6,689+85.2% |
| Admin fee / account holder | $42,374 | $15,035+181.8% | $12,993+226.1% | $13,390+216.5% |