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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 | $205,372 | $202,463+1.4% | $169,397+21.2% | $139,487+47.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.23% | 532.64%-519.4pp | 406.23%-393.0pp | 373.84%-360.6pp |
| Employer contribution / active EE | $17,365 | $4,694+270.0% | $4,013+332.7% | $4,755+265.2% |
| Participant deferral / active EE | $30,000 | $6,941+332.2% | $6,223+382.1% | $6,713+346.9% |
| Admin fee / account holder | $1,575 | $10,726-85.3% | $9,017-82.5% | $11,407-86.2% |