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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 | $243,903 | $197,637+23.4% | $177,848+37.1% | $158,982+53.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.23% | 58.77%-46.5pp | 48.33%-36.1pp | 302.99%-290.8pp |
| Employer contribution / active EE | $11,765 | $6,698+75.6% | $5,919+98.8% | $4,763+147.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,412 | $15,406-77.9% | $12,431-72.6% | $11,252-69.7% |