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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 | $247,652 | $159,934+54.8% | $147,005+68.5% | $145,959+69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.25% | 98.24%-74.0pp | 418.76%-394.5pp | 561.95%-537.7pp |
| Employer contribution / active EE | $7,723 | $5,287+46.1% | $4,934+56.5% | $4,661+65.7% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $481 | $15,053-96.8% | $13,006-96.3% | $13,398-96.4% |