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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 | $198,042 | $166,020+19.3% | $164,866+20.1% | $145,959+35.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $17,217 | $5,275+226.4% | $4,343+296.5% | $4,661+269.4% |
| Participant deferral / active EE | $10,646 | $6,961+52.9% | $6,033+76.5% | $6,689+59.2% |
| Admin fee / account holder | $65,802 | $16,644+295.4% | $12,689+418.6% | $13,398+391.1% |