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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 | $213,688 | $148,629+43.8% | $135,982+57.1% | $139,487+53.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.65% | 79.33%-53.7pp | 68.32%-42.7pp | 373.84%-348.2pp |
| Employer contribution / active EE | $10,148 | $5,247+93.4% | $4,859+108.8% | $4,755+113.4% |
| Participant deferral / active EE | $20,370 | $8,102+151.4% | $7,760+162.5% | $6,713+203.5% |
| Admin fee / account holder | $564 | $12,406-95.5% | $10,767-94.8% | $11,407-95.1% |