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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 | $207,006 | $165,381+25.2% | $149,730+38.3% | $158,966+30.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.51% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.4pp |
| Employer contribution / active EE | $32,306 | $5,104+532.9% | $4,645+595.5% | $4,762+578.4% |
| Participant deferral / active EE | $33,470 | $7,182+366.0% | $6,843+389.1% | $5,983+459.4% |
| Admin fee / account holder | $8,364 | $10,809-22.6% | $9,310-10.2% | $11,250-25.7% |