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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 | $213,434 | $142,354+49.9% | $125,529+70.0% | $155,188+37.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.71% | 306.06%-292.4pp | 202.56%-188.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $16,346 | $3,501+366.8% | $3,058+434.6% | $4,248+284.8% |
| Participant deferral / active EE | $6,600 | $5,491+20.2% | $4,813+37.1% | $6,531+1.1% |
| Admin fee / account holder | $50,056 | $19,392+158.1% | $16,298+207.1% | $14,480+245.7% |