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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 | $217,587 | $166,242+30.9% | $165,071+31.8% | $145,884+49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.16% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $20,248 | $5,283+283.3% | $4,347+365.7% | $4,662+334.3% |
| Participant deferral / active EE | $23,200 | $6,964+233.1% | $6,035+284.4% | $6,690+246.8% |
| Admin fee / account holder | $1,223 | $16,658-92.7% | $12,695-90.4% | $13,392-90.9% |