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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 | $205,235 | $183,516+11.8% | $155,534+32.0% | $145,884+40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.23% | 61.43%-28.2pp | 64.92%-31.7pp | 551.85%-518.6pp |
| Employer contribution / active EE | $14,307 | $5,315+169.2% | $4,675+206.0% | $4,662+206.9% |
| Participant deferral / active EE | $8,023 | $6,467+24.1% | $5,630+42.5% | $6,690+19.9% |
| Admin fee / account holder | $6,778 | $19,293-64.9% | $15,900-57.4% | $13,392-49.4% |