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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 | $210,838 | $129,737+62.5% | $119,126+77.0% | $154,746+36.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.25% | 379.08%-360.8pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $12,372 | $4,375+182.8% | $4,034+206.7% | $4,379+182.5% |
| Participant deferral / active EE | $4,993 | $5,842-14.5% | $5,318-6.1% | $6,730-25.8% |
| Admin fee / account holder | $1,587 | $11,961-86.7% | $10,693-85.2% | $14,365-89.0% |