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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 | $182,952 | $101,618+80.0% | $93,063+96.6% | $137,256+33.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.57% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $23,389 | $2,707+764.0% | $2,476+844.6% | $4,156+462.8% |
| Participant deferral / active EE | $11,852 | $4,279+177.0% | $3,958+199.4% | $6,407+85.0% |
| Admin fee / account holder | $1,615 | $6,198-73.9% | $6,033-73.2% | $12,270-86.8% |