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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 | $214,221 | $160,059+33.8% | $140,019+53.0% | $135,380+58.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 11.38% | 911.48%-900.1pp | 651.17%-639.8pp | 519.81%-508.4pp |
| Employer contribution / active EE | $2,504 | $6,420-61.0% | $5,605-55.3% | $4,779-47.6% |
| Participant deferral / active EE | $7,659 | $7,641+0.2% | $6,927+10.6% | $5,609+36.5% |
| Admin fee / account holder | $47,271 | $13,328+254.7% | $10,705+341.6% | $10,828+336.6% |