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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 | $216,667 | $148,558+45.8% | $135,925+59.4% | $139,427+55.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.13% | 79.22%-66.1pp | 68.25%-55.1pp | 373.27%-360.1pp |
| Employer contribution / active EE | $2,665 | $5,244-49.2% | $4,857-45.1% | $4,752-43.9% |
| Participant deferral / active EE | $18,205 | $8,101+124.7% | $7,759+134.6% | $6,711+171.3% |
| Admin fee / account holder | $92,630 | $12,401+646.9% | $10,764+760.6% | $11,404+712.2% |