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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 | $231,512 | $165,381+40.0% | $149,730+54.6% | $158,966+45.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.85% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.1pp |
| Employer contribution / active EE | $18,603 | $5,104+264.5% | $4,645+300.5% | $4,762+290.6% |
| Participant deferral / active EE | $13,994 | $7,182+94.8% | $6,843+104.5% | $5,983+133.9% |
| Admin fee / account holder | $870 | $10,809-91.9% | $9,310-90.7% | $11,250-92.3% |