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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 | $195,148 | $125,184+55.9% | $105,607+84.8% | $145,884+33.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.59% | 225.00%-202.4pp | 116.11%-93.5pp | 551.85%-529.3pp |
| Employer contribution / active EE | $19,334 | $3,720+419.7% | $3,167+510.5% | $4,662+314.7% |
| Participant deferral / active EE | $9,626 | $5,714+68.5% | $5,011+92.1% | $6,690+43.9% |
| Admin fee / account holder | $6,686 | $17,133-61.0% | $10,958-39.0% | $13,392-50.1% |