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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 | $209,283 | $183,539+14.0% | $155,556+34.5% | $145,897+43.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.66% | 61.31%-39.6pp | 64.84%-43.2pp | 552.29%-530.6pp |
| Employer contribution / active EE | $21,750 | $5,315+309.2% | $4,675+365.2% | $4,663+366.5% |
| Participant deferral / active EE | $12,462 | $6,467+92.7% | $5,631+121.3% | $6,689+86.3% |
| Admin fee / account holder | $1,433 | $19,275-92.6% | $15,885-91.0% | $13,390-89.3% |