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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 | $236,615 | $185,883+27.3% | $170,043+39.1% | $139,466+69.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.95% | 60.54%-16.6pp | 53.40%-9.5pp | 373.66%-329.7pp |
| Employer contribution / active EE | $25,500 | $7,596+235.7% | $6,790+275.6% | $4,754+436.4% |
| Participant deferral / active EE | $22,500 | $11,626+93.5% | $10,410+116.1% | $6,712+235.2% |
| Admin fee / account holder | $359 | $15,393-97.7% | $12,824-97.2% | $11,409-96.9% |