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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 | $242,953 | $166,268+46.1% | $165,100+47.2% | $145,897+66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.21% | 100.52%-87.3pp | 70.21%-57.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $7,510 | $5,284+42.1% | $4,348+72.7% | $4,663+61.1% |
| Participant deferral / active EE | $14,423 | $6,964+107.1% | $6,035+139.0% | $6,689+115.6% |
| Admin fee / account holder | $16,285 | $16,659-2.2% | $12,696+28.3% | $13,390+21.6% |