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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 | $233,538 | $159,934+46.0% | $147,005+58.9% | $145,959+60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 98.24%-82.7pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $16,593 | $5,287+213.8% | $4,934+236.3% | $4,661+256.0% |
| Participant deferral / active EE | $19,930 | $8,427+136.5% | $8,070+147.0% | $6,689+198.0% |
| Admin fee / account holder | $2,283 | $15,053-84.8% | $13,006-82.4% | $13,398-83.0% |