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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 | $235,306 | $165,361+42.3% | $149,715+57.2% | $158,950+48.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.05% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $23,114 | $5,103+352.9% | $4,645+397.6% | $4,762+385.4% |
| Participant deferral / active EE | $4,068 | $7,182-43.4% | $6,842-40.5% | $5,983-32.0% |
| Admin fee / account holder | $7,546 | $10,808-30.2% | $9,310-18.9% | $11,248-32.9% |