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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 | $240,224 | $157,304+52.7% | $141,197+70.1% | $152,909+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.75% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $21,419 | $5,263+307.0% | $4,736+352.2% | $4,764+349.6% |
| Participant deferral / active EE | $12,498 | $7,111+75.8% | $6,710+86.2% | $5,851+113.6% |
| Admin fee / account holder | $9,055 | $12,126-25.3% | $10,265-11.8% | $11,601-21.9% |