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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 | $239,092 | $165,399+44.6% | $149,745+59.7% | $158,982+50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.39% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $12,684 | $5,105+148.5% | $4,646+173.0% | $4,763+166.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,232 | $10,811+31.6% | $9,312+52.8% | $11,252+26.5% |