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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 | $199,708 | $157,304+27.0% | $141,197+41.4% | $152,909+30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.85% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $23,412 | $5,263+344.9% | $4,736+394.3% | $4,764+391.5% |
| Participant deferral / active EE | $17,802 | $7,111+150.3% | $6,710+165.3% | $5,851+204.2% |
| Admin fee / account holder | $21,930 | $12,126+80.9% | $10,265+113.6% | $11,601+89.0% |