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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 | $248,609 | $183,539+35.5% | $155,556+59.8% | $145,897+70.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 53.31% | 61.31%-8.0pp | 64.84%-11.5pp | 552.29%-499.0pp |
| Employer contribution / active EE | $19,282 | $5,315+262.8% | $4,675+312.4% | $4,663+313.6% |
| Participant deferral / active EE | $12,719 | $6,467+96.7% | $5,631+125.9% | $6,689+90.1% |
| Admin fee / account holder | $1,391 | $19,275-92.8% | $15,885-91.2% | $13,390-89.6% |