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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 | $249,143 | $148,623+67.6% | $135,974+83.2% | $139,466+78.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.44% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $10,194 | $5,246+94.3% | $4,859+109.8% | $4,754+114.4% |
| Participant deferral / active EE | $12,727 | $8,103+57.1% | $7,760+64.0% | $6,712+89.6% |
| Admin fee / account holder | $4,945 | $12,406-60.1% | $10,767-54.1% | $11,409-56.7% |