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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 | $204,663 | $148,623+37.7% | $135,974+50.5% | $139,466+46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.66% | 79.30%-66.6pp | 68.30%-55.6pp | 373.66%-361.0pp |
| Employer contribution / active EE | $29,193 | $5,246+456.4% | $4,859+500.8% | $4,754+514.1% |
| Participant deferral / active EE | $16,064 | $8,103+98.2% | $7,760+107.0% | $6,712+139.3% |
| Admin fee / account holder | $70,363 | $12,406+467.2% | $10,767+553.5% | $11,409+516.7% |