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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 | $241,542 | $156,398+54.4% | $147,318+64.0% | $138,895+73.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.04% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $13,833 | $4,853+185.0% | $4,593+201.2% | $4,194+229.8% |
| Participant deferral / active EE | $26,140 | $8,237+217.3% | $7,906+230.6% | $6,396+308.7% |
| Admin fee / account holder | $50,665 | $14,976+238.3% | $13,708+269.6% | $12,562+303.3% |