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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 | $166,131+31.0% | $164,975+31.9% | $145,877+49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.16% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $20,248 | $5,276+283.8% | $4,343+366.3% | $4,663+334.2% |
| Participant deferral / active EE | $23,200 | $6,962+233.2% | $6,033+284.5% | $6,691+246.8% |
| Admin fee / account holder | $1,223 | $16,648-92.7% | $12,688-90.4% | $13,402-90.9% |