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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 | $240,530 | $183,988+30.7% | $162,177+48.3% | $152,897+57.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.23% | 150.79%-127.6pp | 115.60%-92.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $3,721 | $6,370-41.6% | $5,613-33.7% | $4,764-21.9% |
| Participant deferral / active EE | $6,527 | $8,032-18.7% | $7,297-10.6% | $5,851+11.5% |
| Admin fee / account holder | $12,327 | $13,123-6.1% | $10,843+13.7% | $11,599+6.3% |