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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 | $213,390 | $157,296+35.7% | $141,191+51.1% | $152,897+39.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.36% | 64.34%-49.0pp | 71.41%-56.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $28,759 | $5,262+446.5% | $4,736+507.2% | $4,764+503.7% |
| Participant deferral / active EE | $13,218 | $7,111+85.9% | $6,710+97.0% | $5,851+125.9% |
| Admin fee / account holder | $150,583 | $12,125+1141.9% | $10,264+1367.1% | $11,599+1198.2% |