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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 | $214,030 | $148,623+44.0% | $135,974+57.4% | $139,466+53.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.72% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-344.9pp |
| Employer contribution / active EE | $42,118 | $5,246+702.8% | $4,859+766.8% | $4,754+786.0% |
| Participant deferral / active EE | $18,000 | $8,103+122.1% | $7,760+132.0% | $6,712+168.2% |
| Admin fee / account holder | $11,303 | $12,406-8.9% | $10,767+5.0% | $11,409-0.9% |