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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 | $186,107 | $118,695+56.8% | $98,916+88.1% | $158,950+17.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.02% | 372.39%-352.4pp | 196.45%-176.4pp | 302.91%-282.9pp |
| Employer contribution / active EE | $18,571 | $3,333+457.1% | $2,689+590.6% | $4,762+290.0% |
| Participant deferral / active EE | $13,106 | $5,088+157.6% | $4,245+208.8% | $5,983+119.1% |
| Admin fee / account holder | $452 | $10,132-95.5% | $6,642-93.2% | $11,248-96.0% |