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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 | $227,193 | $159,934+42.1% | $147,005+54.5% | $145,959+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.24% | 98.24%-72.0pp | 418.76%-392.5pp | 561.95%-535.7pp |
| Employer contribution / active EE | $15,649 | $5,287+196.0% | $4,934+217.1% | $4,661+235.7% |
| Participant deferral / active EE | $17,151 | $8,427+103.5% | $8,070+112.5% | $6,689+156.4% |
| Admin fee / account holder | $994 | $15,053-93.4% | $13,006-92.4% | $13,398-92.6% |