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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 | $246,837 | $157,276+56.9% | $141,177+74.8% | $152,885+61.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.75% | 64.33%-40.6pp | 71.40%-47.7pp | 345.39%-321.6pp |
| Employer contribution / active EE | $10,173 | $5,262+93.4% | $4,736+114.8% | $4,763+113.6% |
| Participant deferral / active EE | $11,847 | $7,110+66.6% | $6,710+76.6% | $5,851+102.5% |
| Admin fee / account holder | $470 | $12,123-96.1% | $10,263-95.4% | $11,598-96.0% |