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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 | $228,224 | $166,268+37.3% | $165,100+38.2% | $145,897+56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $11,760 | $5,284+122.6% | $4,348+170.5% | $4,663+152.2% |
| Participant deferral / active EE | $11,248 | $6,964+61.5% | $6,035+86.4% | $6,689+68.1% |
| Admin fee / account holder | $886 | $16,659-94.7% | $12,696-93.0% | $13,390-93.4% |