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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 | $228,734 | $117,895+94.0% | $102,460+123.2% | $145,897+56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 64.31% | 31.92%+32.4pp | 29.47%+34.8pp | 552.29%-488.0pp |
| Employer contribution / active EE | $18,000 | $3,619+397.4% | $3,025+495.0% | $4,663+286.0% |
| Participant deferral / active EE | $21,000 | $5,736+266.1% | $5,056+315.3% | $6,689+213.9% |
| Admin fee / account holder | $1,664 | $13,353-87.5% | $9,460-82.4% | $13,390-87.6% |