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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 | $219,984 | $227,597-3.3% | $189,575+16.0% | $167,536+31.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.45% | 78.44%-65.0pp | 64.19%-50.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $17,400 | $5,316+227.3% | $4,412+294.4% | $4,839+259.6% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,342+207.5% |
| Admin fee / account holder | $1,747 | $11,877-85.3% | $9,806-82.2% | $12,315-85.8% |