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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 | $239,245 | $154,159+55.2% | $130,026+84.0% | $139,456+71.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 32.50%-18.9pp | -137.26%+150.9pp | 373.45%-359.8pp |
| Employer contribution / active EE | $38,931 | $5,292+635.7% | $4,321+800.9% | $4,753+719.1% |
| Participant deferral / active EE | $16,750 | $6,710+149.6% | $5,821+187.8% | $6,711+149.6% |
| Admin fee / account holder | $1,770 | $14,001-87.4% | $10,608-83.3% | $11,407-84.5% |