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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 | $230,418 | $217,427+6.0% | $185,837+24.0% | $167,518+37.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.13% | 148.39%-137.3pp | 122.08%-111.0pp | 478.71%-467.6pp |
| Employer contribution / active EE | $9,879 | $5,874+68.2% | $5,168+91.1% | $4,838+104.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32,375 | $19,816+63.4% | $16,241+99.3% | $12,312+162.9% |