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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 | $232,114 | $160,028+45.0% | $147,080+57.8% | $145,884+59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.75% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $11,444 | $5,286+116.5% | $4,933+132.0% | $4,662+145.5% |
| Participant deferral / active EE | $12,604 | $8,422+49.7% | $8,066+56.3% | $6,690+88.4% |
| Admin fee / account holder | $15,069 | $15,030+0.3% | $12,989+16.0% | $13,392+12.5% |