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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 | $208,222 | $166,242+25.3% | $165,071+26.1% | $145,884+42.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.79% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $13,688 | $5,283+159.1% | $4,347+214.8% | $4,662+193.6% |
| Participant deferral / active EE | $8,140 | $6,964+16.9% | $6,035+34.9% | $6,690+21.7% |
| Admin fee / account holder | $1,835 | $16,658-89.0% | $12,695-85.5% | $13,392-86.3% |