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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 | $233,611 | $190,862+22.4% | $159,991+46.0% | $134,509+73.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 12.06% | 552.59%-540.5pp | 408.82%-396.8pp | 418.13%-406.1pp |
| Employer contribution / active EE | $993 | $4,995-80.1% | $4,225-76.5% | $4,741-79.1% |
| Participant deferral / active EE | $19,500 | $6,924+181.6% | $6,183+215.4% | $6,400+204.7% |
| Admin fee / account holder | $80,418 | $10,495+666.3% | $8,715+822.8% | $11,427+603.8% |