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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 | $199,314 | $148,582+34.1% | $135,942+46.6% | $139,456+42.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.77% | 79.26%-56.5pp | 68.28%-45.5pp | 373.45%-350.7pp |
| Employer contribution / active EE | $13,783 | $5,245+162.8% | $4,858+183.7% | $4,753+190.0% |
| Participant deferral / active EE | $18,085 | $8,101+123.2% | $7,759+133.1% | $6,711+169.5% |
| Admin fee / account holder | $686 | $12,402-94.5% | $10,764-93.6% | $11,407-94.0% |