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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 | $228,853 | $202,440+13.0% | $169,390+35.1% | $139,466+64.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.92% | 532.36%-514.4pp | 406.07%-388.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,702 | $4,693-42.4% | $4,013-32.7% | $4,754-43.2% |
| Participant deferral / active EE | $8,180 | $6,940+17.9% | $6,222+31.5% | $6,712+21.9% |
| Admin fee / account holder | $14,699 | $10,722+37.1% | $9,015+63.1% | $11,409+28.8% |