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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 | $177,522 | $107,368+65.3% | $92,915+91.1% | $152,909+16.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.60% | 145.64%-128.0pp | 109.45%-91.8pp | 345.46%-327.9pp |
| Employer contribution / active EE | $19,922 | $4,222+371.8% | $3,653+445.3% | $4,764+318.2% |
| Participant deferral / active EE | $9,387 | $4,848+93.6% | $4,238+121.5% | $5,851+60.4% |
| Admin fee / account holder | $396 | $7,082-94.4% | $5,796-93.2% | $11,601-96.6% |