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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 | $208,144 | $160,070+30.0% | $147,117+41.5% | $145,897+42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $24,613 | $5,285+365.8% | $4,932+399.0% | $4,663+427.9% |
| Participant deferral / active EE | $20,945 | $8,419+148.8% | $8,065+159.7% | $6,689+213.1% |
| Admin fee / account holder | $2,828 | $15,035-81.2% | $12,993-78.2% | $13,390-78.9% |