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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 | $246,716 | $217,432+13.5% | $185,849+32.8% | $167,536+47.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.88% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $8,684 | $5,875+47.8% | $5,169+68.0% | $4,839+79.5% |
| Participant deferral / active EE | $7,439 | $6,357+17.0% | $5,569+33.6% | $6,342+17.3% |
| Admin fee / account holder | $21,603 | $19,818+9.0% | $16,244+33.0% | $12,315+75.4% |