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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 | $174,047 | $201,370-13.6% | $184,256-5.5% | $145,897+19.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 68.43% | 29.05%+39.4pp | 28.85%+39.6pp | 552.29%-483.9pp |
| Employer contribution / active EE | $30,500 | $7,024+334.2% | $6,427+374.5% | $4,663+554.1% |
| Participant deferral / active EE | $25,500 | $9,808+160.0% | $9,133+179.2% | $6,689+281.2% |
| Admin fee / account holder | $3,347 | $16,364-79.5% | $13,899-75.9% | $13,390-75.0% |