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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 | $233,285 | $160,040+45.8% | $147,096+58.6% | $145,877+59.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.25% | 98.49%-81.2pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $7,000 | $5,289+32.3% | $4,936+41.8% | $4,663+50.1% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $2,213 | $15,050-85.3% | $13,005-83.0% | $13,402-83.5% |