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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 | $249,247 | $197,637+26.1% | $177,848+40.1% | $158,982+56.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.24% | 58.77%-17.5pp | 48.33%-7.1pp | 302.99%-261.8pp |
| Employer contribution / active EE | $10,612 | $6,698+58.4% | $5,919+79.3% | $4,763+122.8% |
| Participant deferral / active EE | $6,541 | $8,405-22.2% | $7,714-15.2% | $5,983+9.3% |
| Admin fee / account holder | $644 | $15,406-95.8% | $12,431-94.8% | $11,252-94.3% |