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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 | $233,631 | $165,381+41.3% | $149,730+56.0% | $158,966+47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.21% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.7pp |
| Employer contribution / active EE | $42,275 | $5,104+728.2% | $4,645+810.1% | $4,762+787.7% |
| Participant deferral / active EE | $16,621 | $7,182+131.4% | $6,843+142.9% | $5,983+177.8% |
| Admin fee / account holder | $887 | $10,809-91.8% | $9,310-90.5% | $11,250-92.1% |