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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 | $165,361+42.0% | $149,715+56.8% | $158,950+47.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.99% | 348.24%-330.2pp | 276.66%-258.7pp | 302.91%-284.9pp |
| Employer contribution / active EE | $26,526 | $5,103+419.8% | $4,645+471.1% | $4,762+457.1% |
| Participant deferral / active EE | $17,645 | $7,182+145.7% | $6,842+157.9% | $5,983+194.9% |
| Admin fee / account holder | $392 | $10,808-96.4% | $9,310-95.8% | $11,248-96.5% |