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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 | $114,119+116.2% | $107,187+130.2% | $138,895+77.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.13% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $28,850 | $4,059+610.8% | $3,782+662.8% | $4,194+587.8% |
| Participant deferral / active EE | $24,041 | $5,538+334.1% | $5,096+371.8% | $6,396+275.9% |
| Admin fee / account holder | $1,596 | $10,024-84.1% | $9,162-82.6% | $12,562-87.3% |