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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 | $243,204 | $157,304+54.6% | $141,197+72.2% | $152,909+59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.75% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $12,746 | $5,263+142.2% | $4,736+169.1% | $4,764+167.5% |
| Participant deferral / active EE | $7,650 | $7,111+7.6% | $6,710+14.0% | $5,851+30.7% |
| Admin fee / account holder | $1,430 | $12,126-88.2% | $10,265-86.1% | $11,601-87.7% |