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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 | $248,773 | $157,296+58.2% | $141,191+76.2% | $152,897+62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.03% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $17,253 | $5,262+227.9% | $4,736+264.3% | $4,764+262.2% |
| Participant deferral / active EE | $12,551 | $7,111+76.5% | $6,710+87.0% | $5,851+114.5% |
| Admin fee / account holder | $1,071 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |