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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 | $226,134 | $176,120+28.4% | $159,487+41.8% | $167,553+35.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.08% | 331.95%-317.9pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $15,769 | $5,299+197.6% | $4,831+226.4% | $4,840+225.8% |
| Participant deferral / active EE | $8,256 | $7,752+6.5% | $7,354+12.3% | $6,343+30.2% |
| Admin fee / account holder | $874 | $12,561-93.0% | $10,804-91.9% | $12,316-92.9% |