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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 | $218,313 | $166,268+31.3% | $165,100+32.2% | $145,897+49.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $8,333 | $5,284+57.7% | $4,348+91.7% | $4,663+78.7% |
| Participant deferral / active EE | $3,431 | $6,964-50.7% | $6,035-43.1% | $6,689-48.7% |
| Admin fee / account holder | $31,706 | $16,659+90.3% | $12,696+149.7% | $13,390+136.8% |