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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 | $199,609 | $185,883+7.4% | $170,043+17.4% | $139,466+43.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.74% | 60.54%-44.8pp | 53.40%-37.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $34,738 | $7,596+357.3% | $6,790+411.6% | $4,754+630.7% |
| Participant deferral / active EE | $22,500 | $11,626+93.5% | $10,410+116.1% | $6,712+235.2% |
| Admin fee / account holder | $557 | $15,393-96.4% | $12,824-95.7% | $11,409-95.1% |