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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 | $213,143 | $138,102+54.3% | $125,381+70.0% | $134,532+58.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 24.77% | 750.73%-726.0pp | 572.31%-547.5pp | 418.27%-393.5pp |
| Employer contribution / active EE | $12,826 | $5,245+144.5% | $4,815+166.4% | $4,741+170.5% |
| Participant deferral / active EE | $7,599 | $7,801-2.6% | $7,448+2.0% | $6,401+18.7% |
| Admin fee / account holder | $94,088 | $11,568+713.3% | $10,007+840.2% | $11,429+723.3% |