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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 | $205,202 | $157,304+30.4% | $141,197+45.3% | $152,909+34.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.05% | 64.34%-38.3pp | 71.41%-45.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $19,667 | $5,263+273.7% | $4,736+315.2% | $4,764+312.8% |
| Participant deferral / active EE | $39,333 | $7,111+453.1% | $6,710+486.2% | $5,851+572.2% |
| Admin fee / account holder | $3,634 | $12,126-70.0% | $10,265-64.6% | $11,601-68.7% |