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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 | $237,593 | $162,785+46.0% | $133,959+77.4% | $158,950+49.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.44% | 41.94%-27.5pp | 45.09%-30.7pp | 302.91%-288.5pp |
| Employer contribution / active EE | $18,802 | $4,975+277.9% | $3,919+379.8% | $4,762+294.8% |
| Participant deferral / active EE | $31,500 | $5,910+433.0% | $5,047+524.1% | $5,983+426.5% |
| Admin fee / account holder | $9,298 | $11,738-20.8% | $8,928+4.1% | $11,248-17.3% |