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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 | $249,948 | $148,629+68.2% | $135,982+83.8% | $139,487+79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.80% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $11,121 | $5,247+112.0% | $4,859+128.9% | $4,755+133.9% |
| Participant deferral / active EE | $15,351 | $8,102+89.5% | $7,760+97.8% | $6,713+128.7% |
| Admin fee / account holder | $1,111 | $12,406-91.0% | $10,767-89.7% | $11,407-90.3% |