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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 | $160,028+48.4% | $147,080+61.5% | $145,884+62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $6,600 | $5,286+24.9% | $4,933+33.8% | $4,662+41.6% |
| Participant deferral / active EE | $15,092 | $8,422+79.2% | $8,066+87.1% | $6,690+125.6% |
| Admin fee / account holder | $32,010 | $15,030+113.0% | $12,989+146.4% | $13,392+139.0% |