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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 | $201,705 | $165,361+22.0% | $149,715+34.7% | $158,950+26.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.96% | 348.24%-324.3pp | 276.66%-252.7pp | 302.91%-279.0pp |
| Employer contribution / active EE | $31,904 | $5,103+525.2% | $4,645+586.9% | $4,762+570.0% |
| Participant deferral / active EE | $15,356 | $7,182+113.8% | $6,842+124.4% | $5,983+156.7% |
| Admin fee / account holder | $22,038 | $10,808+103.9% | $9,310+136.7% | $11,248+95.9% |