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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 | $242,274 | $183,539+32.0% | $155,556+55.7% | $145,897+66.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $18,800 | $5,315+253.7% | $4,675+302.1% | $4,663+303.2% |
| Participant deferral / active EE | $26,000 | $6,467+302.0% | $5,631+361.7% | $6,689+288.7% |
| Admin fee / account holder | $703,945 | $19,275+3552.2% | $15,885+4331.5% | $13,390+5157.1% |