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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 | $231,065 | $157,304+46.9% | $141,197+63.6% | $152,909+51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.62% | 64.34%-45.7pp | 71.41%-52.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $14,659 | $5,263+178.6% | $4,736+209.5% | $4,764+207.7% |
| Participant deferral / active EE | $8,315 | $7,111+16.9% | $6,710+23.9% | $5,851+42.1% |
| Admin fee / account holder | $83,893 | $12,126+591.9% | $10,265+717.3% | $11,601+623.2% |