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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 | $215,661 | $148,623+45.1% | $135,974+58.6% | $139,466+54.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.36% | 79.30%-51.9pp | 68.30%-40.9pp | 373.66%-346.3pp |
| Employer contribution / active EE | $16,972 | $5,246+223.5% | $4,859+249.3% | $4,754+257.0% |
| Participant deferral / active EE | $16,377 | $8,103+102.1% | $7,760+111.0% | $6,712+144.0% |
| Admin fee / account holder | $981 | $12,406-92.1% | $10,767-90.9% | $11,409-91.4% |