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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 | $219,497 | $183,539+19.6% | $155,556+41.1% | $145,897+50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 61.31%-41.7pp | 64.84%-45.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $15,211 | $5,315+186.2% | $4,675+225.3% | $4,663+226.2% |
| Participant deferral / active EE | $13,594 | $6,467+110.2% | $5,631+141.4% | $6,689+103.2% |
| Admin fee / account holder | $3,100 | $19,275-83.9% | $15,885-80.5% | $13,390-76.9% |