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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 | $221,430 | $165,399+33.9% | $149,745+47.9% | $158,982+39.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.20% | 348.34%-320.1pp | 276.72%-248.5pp | 302.99%-274.8pp |
| Employer contribution / active EE | $24,712 | $5,105+384.1% | $4,646+431.9% | $4,763+418.9% |
| Participant deferral / active EE | $13,841 | $7,183+92.7% | $6,843+102.3% | $5,983+131.3% |
| Admin fee / account holder | $1,017 | $10,811-90.6% | $9,312-89.1% | $11,252-91.0% |