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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 | $247,084 | $198,457+24.5% | $170,435+45.0% | $147,586+67.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.35% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $9,530 | $6,183+54.1% | $5,432+75.4% | $4,876+95.4% |
| Participant deferral / active EE | $6,656 | $5,629+18.2% | $4,939+34.7% | $5,439+22.4% |
| Admin fee / account holder | $1,415 | $16,852-91.6% | $13,881-89.8% | $10,886-87.0% |