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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 | $201,108 | $159,978+25.7% | $147,041+36.8% | $145,978+37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $12,487 | $5,288+136.1% | $4,935+153.0% | $4,662+167.9% |
| Participant deferral / active EE | $43,259 | $8,429+413.2% | $8,071+436.0% | $6,690+546.7% |
| Admin fee / account holder | $609,380 | $15,053+3948.2% | $13,006+4585.3% | $13,400+4447.5% |