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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 | $242,085 | $154,193+57.0% | $130,045+86.2% | $139,466+73.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.45% | 32.51%-21.1pp | -137.30%+148.8pp | 373.66%-362.2pp |
| Employer contribution / active EE | $17,490 | $5,292+230.5% | $4,321+304.7% | $4,754+267.9% |
| Participant deferral / active EE | $14,465 | $6,709+115.6% | $5,820+148.5% | $6,712+115.5% |
| Admin fee / account holder | $89,865 | $13,989+542.4% | $10,600+747.8% | $11,409+687.7% |