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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 | $236,564 | $157,304+50.4% | $141,197+67.5% | $152,909+54.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.29% | 64.34%-41.1pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $10,865 | $5,263+106.5% | $4,736+129.4% | $4,764+128.1% |
| Participant deferral / active EE | $14,248 | $7,111+100.4% | $6,710+112.3% | $5,851+143.5% |
| Admin fee / account holder | $17,532 | $12,126+44.6% | $10,265+70.8% | $11,601+51.1% |