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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 | $246,742 | $134,817+83.0% | $123,973+99.0% | $155,188+59.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.13% | 515.49%-497.4pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $28,850 | $4,425+552.0% | $4,126+599.3% | $4,248+579.2% |
| Participant deferral / active EE | $24,041 | $5,706+321.3% | $5,247+358.2% | $6,531+268.1% |
| Admin fee / account holder | $1,596 | $13,245-88.0% | $11,799-86.5% | $14,480-89.0% |