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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 | $110,119 | $201,259-45.3% | $184,200-40.2% | $145,959-24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 50.17% | 28.98%+21.2pp | 28.80%+21.4pp | 561.95%-511.8pp |
| Employer contribution / active EE | $7,107 | $7,018+1.3% | $6,424+10.6% | $4,661+52.5% |
| Participant deferral / active EE | $13,035 | $9,806+32.9% | $9,132+42.7% | $6,689+94.9% |
| Admin fee / account holder | $32,401 | $16,372+97.9% | $13,907+133.0% | $13,398+141.8% |