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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 | $232,282 | $157,276+47.7% | $141,177+64.5% | $152,885+51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.07% | 64.33%-46.3pp | 71.40%-53.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $18,458 | $5,262+250.8% | $4,736+289.8% | $4,763+287.5% |
| Participant deferral / active EE | $15,129 | $7,110+112.8% | $6,710+125.5% | $5,851+158.6% |
| Admin fee / account holder | $1,368 | $12,123-88.7% | $10,263-86.7% | $11,598-88.2% |