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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 | $212,372 | $107,363+97.8% | $92,909+128.6% | $152,897+38.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.65% | 145.63%-113.0pp | 109.44%-76.8pp | 345.43%-312.8pp |
| Employer contribution / active EE | $17,020 | $4,222+303.1% | $3,653+365.9% | $4,764+257.3% |
| Participant deferral / active EE | $12,575 | $4,848+159.4% | $4,238+196.7% | $5,851+114.9% |
| Admin fee / account holder | $1,308 | $7,082-81.5% | $5,795-77.4% | $11,599-88.7% |