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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 | $166,089+38.0% | $164,928+38.9% | $145,978+57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 100.26%-88.7pp | 70.08%-58.5pp | 550.52%-539.0pp |
| Employer contribution / active EE | $9,003 | $5,276+70.6% | $4,343+107.3% | $4,662+93.1% |
| Participant deferral / active EE | $11,650 | $6,961+67.4% | $6,034+93.1% | $6,690+74.2% |
| Admin fee / account holder | $39,532 | $16,641+137.6% | $12,684+211.7% | $13,400+195.0% |