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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 | $180,543 | $160,040+12.8% | $147,096+22.7% | $145,877+23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $17,625 | $5,289+233.2% | $4,936+257.1% | $4,663+278.0% |
| Participant deferral / active EE | $6,309 | $8,429-25.2% | $8,071-21.8% | $6,691-5.7% |
| Admin fee / account holder | $4,073 | $15,050-72.9% | $13,005-68.7% | $13,402-69.6% |