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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 | $217,254 | $148,629+46.2% | $135,982+59.8% | $139,487+55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 79.33%-60.0pp | 68.32%-49.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $9,277 | $5,247+76.8% | $4,859+90.9% | $4,755+95.1% |
| Participant deferral / active EE | $22,500 | $8,102+177.7% | $7,760+190.0% | $6,713+235.2% |
| Admin fee / account holder | $1,497 | $12,406-87.9% | $10,767-86.1% | $11,407-86.9% |