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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 | $213,123 | $157,296+35.5% | $141,191+50.9% | $152,897+39.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.05% | 64.34%-48.3pp | 71.41%-55.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $22,083 | $5,262+319.6% | $4,736+366.3% | $4,764+363.6% |
| Participant deferral / active EE | $17,714 | $7,111+149.1% | $6,710+164.0% | $5,851+202.7% |
| Admin fee / account holder | $13,060 | $12,125+7.7% | $10,264+27.2% | $11,599+12.6% |