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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 | $210,945 | $183,592+14.9% | $155,567+35.6% | $145,959+44.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $16,576 | $5,315+211.9% | $4,674+254.6% | $4,661+255.6% |
| Participant deferral / active EE | $10,313 | $6,464+59.5% | $5,628+83.3% | $6,689+54.2% |
| Admin fee / account holder | $1,632 | $19,318-91.6% | $15,916-89.7% | $13,398-87.8% |