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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 | $217,587 | $166,268+30.9% | $165,100+31.8% | $145,897+49.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.16% | 100.52%-87.4pp | 70.21%-57.1pp | 552.29%-539.1pp |
| Employer contribution / active EE | $20,248 | $5,284+283.2% | $4,348+365.7% | $4,663+334.3% |
| Participant deferral / active EE | $23,200 | $6,964+233.1% | $6,035+284.4% | $6,689+246.8% |
| Admin fee / account holder | $1,223 | $16,659-92.7% | $12,696-90.4% | $13,390-90.9% |