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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 | $244,485 | $166,268+47.0% | $165,100+48.1% | $145,897+67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.70% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,768 | $5,284-28.7% | $4,348-13.3% | $4,663-19.2% |
| Participant deferral / active EE | $24,000 | $6,964+244.6% | $6,035+297.7% | $6,689+258.8% |
| Admin fee / account holder | $15,439 | $16,659-7.3% | $12,696+21.6% | $13,390+15.3% |