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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 | $184,619 | $160,028+15.4% | $147,080+25.5% | $145,884+26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.49% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $28,193 | $5,286+433.4% | $4,933+471.5% | $4,662+504.7% |
| Participant deferral / active EE | $22,223 | $8,422+163.9% | $8,066+175.5% | $6,690+232.2% |
| Admin fee / account holder | $711 | $15,030-95.3% | $12,989-94.5% | $13,392-94.7% |