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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 | $222,469 | $150,346+48.0% | $120,524+84.6% | $145,877+52.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.29% | 154.40%-141.1pp | 107.36%-94.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,499 | $4,353+3.4% | $3,469+29.7% | $4,663-3.5% |
| Participant deferral / active EE | $9,213 | $6,172+49.3% | $4,994+84.5% | $6,691+37.7% |
| Admin fee / account holder | $19,881 | $12,215+62.8% | $9,440+110.6% | $13,402+48.3% |