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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 | $183,592+32.0% | $155,574+55.7% | $145,877+66.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.87% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $18,800 | $5,317+253.6% | $4,676+302.1% | $4,663+303.2% |
| Participant deferral / active EE | $26,000 | $6,466+302.1% | $5,629+361.9% | $6,691+288.6% |
| Admin fee / account holder | $703,945 | $19,316+3544.4% | $15,914+4323.4% | $13,402+5152.5% |