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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 | $220,821 | $129,737+70.2% | $119,126+85.4% | $154,746+42.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.75% | 379.08%-362.3pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $13,749 | $4,375+214.3% | $4,034+240.9% | $4,379+214.0% |
| Participant deferral / active EE | $11,258 | $5,842+92.7% | $5,318+111.7% | $6,730+67.3% |
| Admin fee / account holder | $3,311 | $11,961-72.3% | $10,693-69.0% | $14,365-77.0% |