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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 | $217,034 | $162,136+33.9% | $152,301+42.5% | $154,746+40.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.15% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $63,841 | $4,890+1205.5% | $4,624+1280.5% | $4,379+1357.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,991 | $15,759+26.9% | $14,398+38.8% | $14,365+39.2% |