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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 | $212,278 | $168,635+25.9% | $147,617+43.8% | $125,389+69.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.88% | 77.65%-75.8pp | 61.98%-60.1pp | 282.24%-280.4pp |
| Employer contribution / active EE | $12,857 | $6,252+105.6% | $5,564+131.1% | $4,866+164.2% |
| Participant deferral / active EE | $8,700 | $5,507+58.0% | $4,895+77.7% | $5,352+62.6% |
| Admin fee / account holder | $323 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |