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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 | $112,965 | $232,540-51.4% | $185,117-39.0% | $147,586-23.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.12% | 43.03%-17.9pp | 40.50%-15.4pp | 578.59%-553.5pp |
| Employer contribution / active EE | $18,622 | $5,195+258.4% | $4,182+345.3% | $4,876+281.9% |
| Participant deferral / active EE | $13,606 | $5,834+133.2% | $5,045+169.7% | $5,439+150.2% |
| Admin fee / account holder | $540 | $10,275-94.7% | $8,159-93.4% | $10,886-95.0% |