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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 | $214,589 | $159,934+34.2% | $147,005+46.0% | $145,959+47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.08% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $48,156 | $5,287+810.8% | $4,934+876.0% | $4,661+933.2% |
| Participant deferral / active EE | $20,000 | $8,427+137.3% | $8,070+147.8% | $6,689+199.0% |
| Admin fee / account holder | $5,400 | $15,053-64.1% | $13,006-58.5% | $13,398-59.7% |