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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 | $226,050 | $226,1350% | $182,558+23.8% | $152,909+47.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.19% | 192.60%-164.4pp | 148.59%-120.4pp | 345.46%-317.3pp |
| Employer contribution / active EE | $4,058 | $4,979-18.5% | $4,076-0.5% | $4,764-14.8% |
| Participant deferral / active EE | $18,724 | $6,371+193.9% | $5,526+238.8% | $5,851+220.0% |
| Admin fee / account holder | $23,347 | $10,707+118.0% | $8,594+171.7% | $11,601+101.3% |