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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 | $216,480 | $183,592+17.9% | $155,574+39.1% | $145,877+48.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.51% | 61.37%-40.9pp | 64.87%-44.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $26,468 | $5,317+397.8% | $4,676+466.1% | $4,663+467.6% |
| Participant deferral / active EE | $19,831 | $6,466+206.7% | $5,629+252.3% | $6,691+196.4% |
| Admin fee / account holder | $1,918 | $19,316-90.1% | $15,914-87.9% | $13,402-85.7% |