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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 | $237,121 | $183,539+29.2% | $155,556+52.4% | $145,897+62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 61.31%-48.2pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $9,560 | $5,315+79.9% | $4,675+104.5% | $4,663+105.0% |
| Participant deferral / active EE | $8,270 | $6,467+27.9% | $5,631+46.9% | $6,689+23.6% |
| Admin fee / account holder | $4,893 | $19,275-74.6% | $15,885-69.2% | $13,390-63.5% |