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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 | $239,562 | $183,539+30.5% | $155,556+54.0% | $145,897+64.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $15,248 | $5,315+186.9% | $4,675+226.1% | $4,663+227.0% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $16,827 | $19,275-12.7% | $15,885+5.9% | $13,390+25.7% |