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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 | $180,158 | $108,897+65.4% | $100,378+79.5% | $145,877+23.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 58.17%-46.9pp | 49.41%-38.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $13,969 | $4,420+216.0% | $3,942+254.4% | $4,663+199.6% |
| Participant deferral / active EE | $14,234 | $8,455+68.4% | $8,087+76.0% | $6,691+112.7% |
| Admin fee / account holder | $8,279 | $9,690-14.6% | $7,899+4.8% | $13,402-38.2% |