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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 | $240,647 | $129,737+85.5% | $119,126+102.0% | $154,746+55.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.43% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $11,551 | $4,375+164.0% | $4,034+186.4% | $4,379+163.8% |
| Participant deferral / active EE | $18,142 | $5,842+210.6% | $5,318+241.2% | $6,730+169.6% |
| Admin fee / account holder | $10,542 | $11,961-11.9% | $10,693-1.4% | $14,365-26.6% |