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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 | $196,619 | $157,304+25.0% | $141,197+39.3% | $152,909+28.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 112.39% | 64.34%+48.0pp | 71.41%+41.0pp | 345.46%-233.1pp |
| Employer contribution / active EE | $25,559 | $5,263+385.7% | $4,736+439.7% | $4,764+436.5% |
| Participant deferral / active EE | $17,133 | $7,111+140.9% | $6,710+155.3% | $5,851+192.8% |
| Admin fee / account holder | $512,588 | $12,126+4127.2% | $10,265+4893.6% | $11,601+4318.6% |