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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 | $232,505 | $183,539+26.7% | $155,556+49.5% | $145,897+59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 61.31%-43.3pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $15,351 | $5,315+188.8% | $4,675+228.3% | $4,663+229.2% |
| Participant deferral / active EE | $8,705 | $6,467+34.6% | $5,631+54.6% | $6,689+30.1% |
| Admin fee / account holder | $663 | $19,275-96.6% | $15,885-95.8% | $13,390-95.0% |