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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 | $238,769 | $157,276+51.8% | $141,177+69.1% | $152,885+56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.82% | 64.33%-37.5pp | 71.40%-44.6pp | 345.39%-318.6pp |
| Employer contribution / active EE | $36,612 | $5,262+595.8% | $4,736+673.1% | $4,763+668.7% |
| Participant deferral / active EE | $18,660 | $7,110+162.4% | $6,710+178.1% | $5,851+218.9% |
| Admin fee / account holder | $4,435 | $12,123-63.4% | $10,263-56.8% | $11,598-61.8% |