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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 | $240,380 | $166,242+44.6% | $165,071+45.6% | $145,884+64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.07% | 100.44%-86.4pp | 70.17%-56.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $8,122 | $5,283+53.7% | $4,347+86.8% | $4,662+74.2% |
| Participant deferral / active EE | $8,796 | $6,964+26.3% | $6,035+45.7% | $6,690+31.5% |
| Admin fee / account holder | $26,924 | $16,658+61.6% | $12,695+112.1% | $13,392+101.0% |