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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 | $223,168 | $166,268+34.2% | $165,100+35.2% | $145,897+53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.11% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $9,220 | $5,284+74.5% | $4,348+112.0% | $4,663+97.7% |
| Participant deferral / active EE | $9,676 | $6,964+38.9% | $6,035+60.3% | $6,689+44.7% |
| Admin fee / account holder | $60,932 | $16,659+265.8% | $12,696+379.9% | $13,390+355.0% |