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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 | $247,140 | $174,379+41.7% | $152,093+62.5% | $138,895+77.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.63% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $86,126 | $4,652+1751.4% | $4,175+1963.0% | $4,194+1953.4% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21,000 | $16,880+24.4% | $14,497+44.9% | $12,562+67.2% |