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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 | $237,742 | $148,623+60.0% | $135,974+74.8% | $139,466+70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.14% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $14,661 | $5,246+179.4% | $4,859+201.7% | $4,754+208.4% |
| Participant deferral / active EE | $9,980 | $8,103+23.2% | $7,760+28.6% | $6,712+48.7% |
| Admin fee / account holder | $2,315 | $12,406-81.3% | $10,767-78.5% | $11,409-79.7% |