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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 | $194,283 | $184,000+5.6% | $162,185+19.8% | $152,909+27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.12% | 150.80%-125.7pp | 115.61%-90.5pp | 345.46%-320.3pp |
| Employer contribution / active EE | $14,479 | $6,370+127.3% | $5,613+157.9% | $4,764+203.9% |
| Participant deferral / active EE | $9,870 | $8,033+22.9% | $7,297+35.3% | $5,851+68.7% |
| Admin fee / account holder | $37,854 | $13,124+188.4% | $10,844+249.1% | $11,601+226.3% |