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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 | $230,513 | $176,105+30.9% | $159,474+44.5% | $167,536+37.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.96% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $14,434 | $5,299+172.4% | $4,831+198.8% | $4,839+198.3% |
| Participant deferral / active EE | $18,385 | $7,751+137.2% | $7,353+150.0% | $6,342+189.9% |
| Admin fee / account holder | $8,704 | $12,559-30.7% | $10,802-19.4% | $12,315-29.3% |