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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 | $217,331 | $166,268+30.7% | $165,100+31.6% | $145,897+49.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 31.14% | 100.52%-69.4pp | 70.21%-39.1pp | 552.29%-521.1pp |
| Employer contribution / active EE | $12,015 | $5,284+127.4% | $4,348+176.3% | $4,663+157.7% |
| Participant deferral / active EE | $10,636 | $6,964+52.7% | $6,035+76.2% | $6,689+59.0% |
| Admin fee / account holder | $1,384 | $16,659-91.7% | $12,696-89.1% | $13,390-89.7% |