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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 | $166,020+37.5% | $164,866+38.4% | $145,959+56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 100.08%-86.5pp | 69.97%-56.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $11,760 | $5,275+123.0% | $4,343+170.8% | $4,661+152.3% |
| Participant deferral / active EE | $11,248 | $6,961+61.6% | $6,033+86.4% | $6,689+68.2% |
| Admin fee / account holder | $886 | $16,644-94.7% | $12,689-93.0% | $13,398-93.4% |