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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 | $221,562 | $184,000+20.4% | $162,185+36.6% | $152,909+44.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.81% | 150.80%-129.0pp | 115.61%-93.8pp | 345.46%-323.7pp |
| Employer contribution / active EE | $26,888 | $6,370+322.1% | $5,613+379.0% | $4,764+464.4% |
| Participant deferral / active EE | $26,613 | $8,033+231.3% | $7,297+264.7% | $5,851+354.8% |
| Admin fee / account holder | $3,733 | $13,124-71.6% | $10,844-65.6% | $11,601-67.8% |