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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 | $229,591 | $157,304+46.0% | $141,197+62.6% | $152,909+50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.14% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $13,271 | $5,263+152.2% | $4,736+180.2% | $4,764+178.6% |
| Participant deferral / active EE | $14,797 | $7,111+108.1% | $6,710+120.5% | $5,851+152.9% |
| Admin fee / account holder | $455 | $12,126-96.2% | $10,265-95.6% | $11,601-96.1% |