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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 | $247,652 | $160,028+54.8% | $147,080+68.4% | $145,884+69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.25% | 98.60%-74.3pp | 420.17%-395.9pp | 551.85%-527.6pp |
| Employer contribution / active EE | $7,723 | $5,286+46.1% | $4,933+56.5% | $4,662+65.6% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $481 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |