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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 | $237,365 | $183,988+29.0% | $162,177+46.4% | $152,897+55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.96% | 150.79%-128.8pp | 115.60%-93.6pp | 345.43%-323.5pp |
| Employer contribution / active EE | $27,750 | $6,370+335.6% | $5,613+394.4% | $4,764+482.6% |
| Participant deferral / active EE | $19,000 | $8,032+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $29,341 | $13,123+123.6% | $10,843+170.6% | $11,599+153.0% |