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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 | $187,120 | $160,028+16.9% | $147,080+27.2% | $145,884+28.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $23,070 | $5,286+336.5% | $4,933+367.6% | $4,662+394.8% |
| Participant deferral / active EE | $17,076 | $8,422+102.8% | $8,066+111.7% | $6,690+155.3% |
| Admin fee / account holder | $2,027 | $15,030-86.5% | $12,989-84.4% | $13,392-84.9% |