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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 | $220,413 | $166,242+32.6% | $165,071+33.5% | $145,884+51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.95% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $22,189 | $5,283+320.0% | $4,347+410.4% | $4,662+375.9% |
| Participant deferral / active EE | $13,271 | $6,964+90.6% | $6,035+119.9% | $6,690+98.4% |
| Admin fee / account holder | $9,588 | $16,658-42.4% | $12,695-24.5% | $13,392-28.4% |