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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 | $236,369 | $148,582+59.1% | $135,942+73.9% | $139,456+69.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.49% | 79.26%-57.8pp | 68.28%-46.8pp | 373.45%-352.0pp |
| Employer contribution / active EE | $20,295 | $5,245+287.0% | $4,858+317.8% | $4,753+327.0% |
| Participant deferral / active EE | $15,569 | $8,101+92.2% | $7,759+100.7% | $6,711+132.0% |
| Admin fee / account holder | $2,210 | $12,402-82.2% | $10,764-79.5% | $11,407-80.6% |