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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 | $237,221 | $148,623+59.6% | $135,974+74.5% | $139,466+70.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.48% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $29,398 | $5,246+460.3% | $4,859+505.0% | $4,754+518.4% |
| Participant deferral / active EE | $20,743 | $8,103+156.0% | $7,760+167.3% | $6,712+209.1% |
| Admin fee / account holder | $16,469 | $12,406+32.8% | $10,767+53.0% | $11,409+44.4% |