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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 | $241,673 | $157,304+53.6% | $141,197+71.2% | $152,909+58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.85% | 64.34%-41.5pp | 71.41%-48.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $19,333 | $5,263+267.4% | $4,736+308.2% | $4,764+305.8% |
| Participant deferral / active EE | $15,760 | $7,111+121.6% | $6,710+134.9% | $5,851+169.3% |
| Admin fee / account holder | $12,325 | $12,126+1.6% | $10,265+20.1% | $11,601+6.2% |