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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 | $203,623 | $165,381+23.1% | $149,730+36.0% | $158,966+28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.33% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.6pp |
| Employer contribution / active EE | $20,434 | $5,104+300.3% | $4,645+339.9% | $4,762+329.1% |
| Participant deferral / active EE | $15,861 | $7,182+120.8% | $6,843+131.8% | $5,983+165.1% |
| Admin fee / account holder | $625 | $10,809-94.2% | $9,310-93.3% | $11,250-94.4% |