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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 | $232,311 | $144,124+61.2% | $117,857+97.1% | $147,585+57.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.69% | 531.17%-514.5pp | 335.09%-318.4pp | 578.57%-561.9pp |
| Employer contribution / active EE | $11,390 | $4,897+132.6% | $3,786+200.8% | $4,876+133.6% |
| Participant deferral / active EE | $13,660 | $5,316+157.0% | $4,482+204.8% | $5,439+151.2% |
| Admin fee / account holder | $2,934 | $10,886-73.1% | $8,020-63.4% | $10,885-73.1% |