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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 | $210,626 | $166,242+26.7% | $165,071+27.6% | $145,884+44.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.15% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $16,554 | $5,283+213.3% | $4,347+280.8% | $4,662+255.1% |
| Participant deferral / active EE | $14,830 | $6,964+112.9% | $6,035+145.7% | $6,690+121.7% |
| Admin fee / account holder | $3,622 | $16,658-78.3% | $12,695-71.5% | $13,392-73.0% |