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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 | $197,035 | $197,625-0.3% | $177,840+10.8% | $158,966+23.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.36% | 58.76%-24.4pp | 48.32%-14.0pp | 302.95%-268.6pp |
| Employer contribution / active EE | $26,250 | $6,698+291.9% | $5,919+343.5% | $4,762+451.2% |
| Participant deferral / active EE | $17,917 | $8,405+113.2% | $7,714+132.3% | $5,983+199.5% |
| Admin fee / account holder | $55,189 | $15,405+258.3% | $12,431+344.0% | $11,250+390.6% |