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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 | $234,487 | $176,105+33.2% | $159,474+47.0% | $167,536+40.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.61% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $12,703 | $5,299+139.7% | $4,831+163.0% | $4,839+162.5% |
| Participant deferral / active EE | $6,699 | $7,751-13.6% | $7,353-8.9% | $6,342+5.6% |
| Admin fee / account holder | $833 | $12,559-93.4% | $10,802-92.3% | $12,315-93.2% |