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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 | $183,592+30.5% | $155,574+54.0% | $145,877+64.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $15,248 | $5,317+186.8% | $4,676+226.1% | $4,663+227.0% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $16,827 | $19,316-12.9% | $15,914+5.7% | $13,402+25.6% |