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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 | $231,518 | $156,398+48.0% | $147,318+57.2% | $138,895+66.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.41% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $15,260 | $4,853+214.4% | $4,593+232.3% | $4,194+263.8% |
| Participant deferral / active EE | $34,500 | $8,237+318.8% | $7,906+336.4% | $6,396+439.4% |
| Admin fee / account holder | $1,409 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |