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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 | $245,757 | $154,193+59.4% | $130,045+89.0% | $139,466+76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.86% | 32.51%-12.7pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $9,330 | $5,292+76.3% | $4,321+115.9% | $4,754+96.3% |
| Participant deferral / active EE | $16,567 | $6,709+146.9% | $5,820+184.7% | $6,712+146.8% |
| Admin fee / account holder | $4,664 | $13,989-66.7% | $10,600-56.0% | $11,409-59.1% |