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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 | $234,742 | $165,399+41.9% | $149,745+56.8% | $158,982+47.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.99% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-285.0pp |
| Employer contribution / active EE | $26,526 | $5,105+419.7% | $4,646+471.0% | $4,763+456.9% |
| Participant deferral / active EE | $17,645 | $7,183+145.7% | $6,843+157.9% | $5,983+194.9% |
| Admin fee / account holder | $392 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |