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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 | $199,607 | $129,737+53.9% | $119,126+67.6% | $154,746+29.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.86% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $23,070 | $4,375+427.3% | $4,034+471.9% | $4,379+426.8% |
| Participant deferral / active EE | $18,123 | $5,842+210.2% | $5,318+240.8% | $6,730+169.3% |
| Admin fee / account holder | $1,897 | $11,961-84.1% | $10,693-82.3% | $14,365-86.8% |