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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 | $195,441 | $148,582+31.5% | $135,942+43.8% | $139,456+40.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.39% | 79.26%-63.9pp | 68.28%-52.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $10,935 | $5,245+108.5% | $4,858+125.1% | $4,753+130.1% |
| Participant deferral / active EE | $8,594 | $8,101+6.1% | $7,759+10.8% | $6,711+28.0% |
| Admin fee / account holder | $343 | $12,402-97.2% | $10,764-96.8% | $11,407-97.0% |