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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 | $231,846 | $183,539+26.3% | $155,556+49.0% | $145,897+58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.94% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $14,277 | $5,315+168.6% | $4,675+205.4% | $4,663+206.2% |
| Participant deferral / active EE | $14,198 | $6,467+119.5% | $5,631+152.1% | $6,689+112.2% |
| Admin fee / account holder | $4,137 | $19,275-78.5% | $15,885-74.0% | $13,390-69.1% |