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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 | $227,075 | $165,361+37.3% | $149,715+51.7% | $158,950+42.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.66% | 348.24%-330.6pp | 276.66%-259.0pp | 302.91%-285.3pp |
| Employer contribution / active EE | $25,389 | $5,103+397.5% | $4,645+446.6% | $4,762+433.2% |
| Participant deferral / active EE | $12,382 | $7,182+72.4% | $6,842+81.0% | $5,983+107.0% |
| Admin fee / account holder | $3,839 | $10,808-64.5% | $9,310-58.8% | $11,248-65.9% |