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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 | $222,822 | $166,131+34.1% | $164,975+35.1% | $145,877+52.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.98% | 100.37%-81.4pp | 70.12%-51.1pp | 551.28%-532.3pp |
| Employer contribution / active EE | $7,177 | $5,276+36.0% | $4,343+65.3% | $4,663+53.9% |
| Participant deferral / active EE | $4,679 | $6,962-32.8% | $6,033-22.5% | $6,691-30.1% |
| Admin fee / account holder | $262,257 | $16,648+1475.3% | $12,688+1966.9% | $13,402+1856.8% |