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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 | $245,744 | $166,131+47.9% | $164,975+49.0% | $145,877+68.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.04% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.2pp |
| Employer contribution / active EE | $11,376 | $5,276+115.6% | $4,343+162.0% | $4,663+144.0% |
| Participant deferral / active EE | $10,016 | $6,962+43.9% | $6,033+66.0% | $6,691+49.7% |
| Admin fee / account holder | $1,958 | $16,648-88.2% | $12,688-84.6% | $13,402-85.4% |