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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 | $207,685 | $171,272+21.3% | $127,803+62.5% | $152,909+35.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 22.99% | 23.54%-0.5pp | 26.14%-3.2pp | 345.46%-322.5pp |
| Employer contribution / active EE | $25,619 | $5,451+370.0% | $4,576+459.9% | $4,764+437.8% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,973 | $14,540-86.4% | $9,399-79.0% | $11,601-83.0% |