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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 | $222,419 | $176,794+25.8% | $146,647+51.7% | $167,553+32.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.62% | 24.04%-10.4pp | 22.75%-9.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $9,354 | $5,161+81.2% | $4,137+126.1% | $4,840+93.3% |
| Participant deferral / active EE | $8,194 | $6,440+27.2% | $5,506+48.8% | $6,343+29.2% |
| Admin fee / account holder | $60,897 | $13,262+359.2% | $10,281+492.3% | $12,316+394.4% |