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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 | $192,879 | $157,304+22.6% | $141,197+36.6% | $152,909+26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.10% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.4pp |
| Employer contribution / active EE | $19,729 | $5,263+274.9% | $4,736+316.5% | $4,764+314.1% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $934 | $12,126-92.3% | $10,265-90.9% | $11,601-91.9% |