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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 | $199,159 | $154,193+29.2% | $130,045+53.1% | $139,466+42.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.39% | 32.51%-6.1pp | -137.30%+163.7pp | 373.66%-347.3pp |
| Employer contribution / active EE | $10,708 | $5,292+102.3% | $4,321+147.8% | $4,754+125.2% |
| Participant deferral / active EE | $8,331 | $6,709+24.2% | $5,820+43.1% | $6,712+24.1% |
| Admin fee / account holder | $1,988 | $13,989-85.8% | $10,600-81.2% | $11,409-82.6% |