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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 | $227,565 | $108,911+108.9% | $100,392+126.7% | $145,884+56.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 58.23%-46.1pp | 49.45%-37.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $14,710 | $4,420+232.8% | $3,941+273.2% | $4,662+215.5% |
| Participant deferral / active EE | $18,763 | $8,459+121.8% | $8,090+131.9% | $6,690+180.5% |
| Admin fee / account holder | $15,326 | $9,698+58.0% | $7,904+93.9% | $13,392+14.4% |