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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 | $240,620 | $165,361+45.5% | $149,715+60.7% | $158,950+51.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.58% | 348.24%-329.7pp | 276.66%-258.1pp | 302.91%-284.3pp |
| Employer contribution / active EE | $21,434 | $5,103+320.0% | $4,645+361.5% | $4,762+350.1% |
| Participant deferral / active EE | $15,424 | $7,182+114.8% | $6,842+125.4% | $5,983+157.8% |
| Admin fee / account holder | $1,998 | $10,808-81.5% | $9,310-78.5% | $11,248-82.2% |