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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 | $223,704 | $232,540-3.8% | $185,117+20.8% | $147,586+51.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.32% | 43.03%-18.7pp | 40.50%-16.2pp | 578.59%-554.3pp |
| Employer contribution / active EE | $13,383 | $5,195+157.6% | $4,182+220.0% | $4,876+174.4% |
| Participant deferral / active EE | $14,754 | $5,834+152.9% | $5,045+192.4% | $5,439+171.3% |
| Admin fee / account holder | $18,052 | $10,275+75.7% | $8,159+121.2% | $10,886+65.8% |