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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 | $218,192 | $159,978+36.4% | $147,041+48.4% | $145,978+49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 98.36%-86.7pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $16,067 | $5,288+203.8% | $4,935+225.6% | $4,662+244.6% |
| Participant deferral / active EE | $12,386 | $8,429+46.9% | $8,071+53.5% | $6,690+85.2% |
| Admin fee / account holder | $42,374 | $15,053+181.5% | $13,006+225.8% | $13,400+216.2% |