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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 | $229,138 | $166,268+37.8% | $165,100+38.8% | $145,897+57.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 100.52%-89.0pp | 70.21%-58.7pp | 552.29%-540.7pp |
| Employer contribution / active EE | $9,003 | $5,284+70.4% | $4,348+107.0% | $4,663+93.1% |
| Participant deferral / active EE | $11,650 | $6,964+67.3% | $6,035+93.0% | $6,689+74.2% |
| Admin fee / account holder | $39,532 | $16,659+137.3% | $12,696+211.4% | $13,390+195.2% |