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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 | $249,561 | $165,399+50.9% | $149,745+66.7% | $158,982+57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.83% | 348.34%-327.5pp | 276.72%-255.9pp | 302.99%-282.2pp |
| Employer contribution / active EE | $28,333 | $5,105+455.1% | $4,646+509.9% | $4,763+494.9% |
| Participant deferral / active EE | $56,667 | $7,183+688.9% | $6,843+728.1% | $5,983+847.1% |
| Admin fee / account holder | $33,847 | $10,811+213.1% | $9,312+263.5% | $11,252+200.8% |