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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 | $216,929 | $148,629+46.0% | $135,982+59.5% | $139,487+55.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $6,903 | $5,247+31.6% | $4,859+42.1% | $4,755+45.2% |
| Participant deferral / active EE | $11,155 | $8,102+37.7% | $7,760+43.8% | $6,713+66.2% |
| Admin fee / account holder | $49,547 | $12,406+299.4% | $10,767+360.2% | $11,407+334.3% |