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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 | $237,508 | $159,934+48.5% | $147,005+61.6% | $145,959+62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 98.24%-86.8pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $6,600 | $5,287+24.8% | $4,934+33.8% | $4,661+41.6% |
| Participant deferral / active EE | $15,092 | $8,427+79.1% | $8,070+87.0% | $6,689+125.6% |
| Admin fee / account holder | $32,010 | $15,053+112.6% | $13,006+146.1% | $13,398+138.9% |