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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 | $238,934 | $185,856+28.6% | $170,028+40.5% | $139,456+71.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.06% | 60.52%-43.5pp | 53.39%-36.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $8,953 | $7,593+17.9% | $6,788+31.9% | $4,753+88.4% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,944 | $15,387-35.4% | $12,820-22.4% | $11,407-12.8% |