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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 | $204,187 | $148,629+37.4% | $135,982+50.2% | $139,487+46.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.87% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $9,987 | $5,247+90.4% | $4,859+105.5% | $4,755+110.0% |
| Participant deferral / active EE | $13,219 | $8,102+63.2% | $7,760+70.4% | $6,713+96.9% |
| Admin fee / account holder | $2,007 | $12,406-83.8% | $10,767-81.4% | $11,407-82.4% |