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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 | $216,620 | $134,817+60.7% | $123,973+74.7% | $155,188+39.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.59% | 515.49%-499.9pp | 388.13%-372.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $17,493 | $4,425+295.3% | $4,126+324.0% | $4,248+311.8% |
| Participant deferral / active EE | $17,875 | $5,706+213.2% | $5,247+240.7% | $6,531+173.7% |
| Admin fee / account holder | $2,580 | $13,245-80.5% | $11,799-78.1% | $14,480-82.2% |