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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 | $196,795 | $148,582+32.4% | $135,942+44.8% | $139,456+41.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.83% | 79.26%-60.4pp | 68.28%-49.4pp | 373.45%-354.6pp |
| Employer contribution / active EE | $34,646 | $5,245+560.6% | $4,858+613.2% | $4,753+629.0% |
| Participant deferral / active EE | $22,750 | $8,101+180.8% | $7,759+193.2% | $6,711+239.0% |
| Admin fee / account holder | $14,140 | $12,402+14.0% | $10,764+31.4% | $11,407+24.0% |