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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 | $229,848 | $144,130+59.5% | $117,861+95.0% | $147,586+55.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.75% | 531.20%-511.4pp | 335.11%-315.4pp | 578.59%-558.8pp |
| Employer contribution / active EE | $13,221 | $4,897+170.0% | $3,786+249.2% | $4,876+171.1% |
| Participant deferral / active EE | $10,193 | $5,316+91.7% | $4,482+127.4% | $5,439+87.4% |
| Admin fee / account holder | $712 | $10,887-93.5% | $8,021-91.1% | $10,886-93.5% |