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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 | $245,834 | $148,582+65.5% | $135,942+80.8% | $139,456+76.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 79.26%-64.6pp | 68.28%-53.6pp | 373.45%-358.8pp |
| Employer contribution / active EE | $8,929 | $5,245+70.3% | $4,858+83.8% | $4,753+87.9% |
| Participant deferral / active EE | $12,414 | $8,101+53.2% | $7,759+60.0% | $6,711+85.0% |
| Admin fee / account holder | $26,318 | $12,402+112.2% | $10,764+144.5% | $11,407+130.7% |