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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 | $200,589 | $108,897+84.2% | $100,378+99.8% | $145,877+37.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.38% | 58.17%-43.8pp | 49.41%-35.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $5,533 | $4,420+25.2% | $3,942+40.3% | $4,663+18.6% |
| Participant deferral / active EE | $18,416 | $8,455+117.8% | $8,087+127.7% | $6,691+175.3% |
| Admin fee / account holder | $10,029 | $9,690+3.5% | $7,899+27.0% | $13,402-25.2% |