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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 | $241,680 | $157,304+53.6% | $141,197+71.2% | $152,909+58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.54% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $19,772 | $5,263+275.7% | $4,736+317.5% | $4,764+315.0% |
| Participant deferral / active EE | $16,907 | $7,111+137.8% | $6,710+152.0% | $5,851+188.9% |
| Admin fee / account holder | $26,474 | $12,126+118.3% | $10,265+157.9% | $11,601+128.2% |