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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 | $217,856 | $157,276+38.5% | $141,177+54.3% | $152,885+42.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.94% | 64.33%-43.4pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $11,277 | $5,262+114.3% | $4,736+138.1% | $4,763+136.8% |
| Participant deferral / active EE | $11,909 | $7,110+67.5% | $6,710+77.5% | $5,851+103.6% |
| Admin fee / account holder | $907 | $12,123-92.5% | $10,263-91.2% | $11,598-92.2% |