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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 | $232,213 | $166,089+39.8% | $164,928+40.8% | $145,978+59.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.80% | 100.26%-88.5pp | 70.08%-58.3pp | 550.52%-538.7pp |
| Employer contribution / active EE | $8,490 | $5,276+60.9% | $4,343+95.5% | $4,662+82.1% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,554 | $16,641+41.5% | $12,684+85.7% | $13,400+75.8% |