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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 | $210,764 | $154,193+36.7% | $130,045+62.1% | $139,466+51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 32.51%-22.2pp | -137.30%+147.6pp | 373.66%-363.4pp |
| Employer contribution / active EE | $17,125 | $5,292+223.6% | $4,321+296.3% | $4,754+260.2% |
| Participant deferral / active EE | $11,685 | $6,709+74.2% | $5,820+100.8% | $6,712+74.1% |
| Admin fee / account holder | $112,575 | $13,989+704.7% | $10,600+962.0% | $11,409+886.7% |