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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 | $166,131+37.4% | $164,975+38.3% | $145,877+56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 100.37%-86.8pp | 70.12%-56.6pp | 551.28%-537.7pp |
| Employer contribution / active EE | $11,760 | $5,276+122.9% | $4,343+170.8% | $4,663+152.2% |
| Participant deferral / active EE | $11,248 | $6,962+61.6% | $6,033+86.4% | $6,691+68.1% |
| Admin fee / account holder | $886 | $16,648-94.7% | $12,688-93.0% | $13,402-93.4% |