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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 | $228,478 | $148,623+53.7% | $135,974+68.0% | $139,466+63.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.50% | 79.30%-66.8pp | 68.30%-55.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $10,051 | $5,246+91.6% | $4,859+106.9% | $4,754+111.4% |
| Participant deferral / active EE | $13,444 | $8,103+65.9% | $7,760+73.2% | $6,712+100.3% |
| Admin fee / account holder | $67,076 | $12,406+440.7% | $10,767+523.0% | $11,409+487.9% |