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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 | $240,503 | $157,270+52.9% | $141,173+70.4% | $152,870+57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.53% | 64.33%-44.8pp | 71.40%-51.9pp | 345.34%-325.8pp |
| Employer contribution / active EE | $11,438 | $5,261+117.4% | $4,735+141.5% | $4,763+140.2% |
| Participant deferral / active EE | $8,930 | $7,110+25.6% | $6,710+33.1% | $5,850+52.6% |
| Admin fee / account holder | $4,319 | $12,121-64.4% | $10,262-57.9% | $11,597-62.8% |