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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 | $245,055 | $148,623+64.9% | $135,974+80.2% | $139,466+75.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.02% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $11,070 | $5,246+111.0% | $4,859+127.8% | $4,754+132.9% |
| Participant deferral / active EE | $19,568 | $8,103+141.5% | $7,760+152.2% | $6,712+191.5% |
| Admin fee / account holder | $10,796 | $12,406-13.0% | $10,767+0.3% | $11,409-5.4% |