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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 | $238,509 | $157,296+51.6% | $141,191+68.9% | $152,897+56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.84% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $10,522 | $5,262+99.9% | $4,736+122.2% | $4,764+120.9% |
| Participant deferral / active EE | $13,067 | $7,111+83.8% | $6,710+94.7% | $5,851+123.3% |
| Admin fee / account holder | $2,320 | $12,125-80.9% | $10,264-77.4% | $11,599-80.0% |