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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 | $223,706 | $148,623+50.5% | $135,974+64.5% | $139,466+60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.13% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $4,800 | $5,246-8.5% | $4,859-1.2% | $4,754+1.0% |
| Participant deferral / active EE | $30,000 | $8,103+270.2% | $7,760+286.6% | $6,712+347.0% |
| Admin fee / account holder | $1,246 | $12,406-90.0% | $10,767-88.4% | $11,409-89.1% |