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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 | $199,474 | $176,120+13.3% | $159,487+25.1% | $167,553+19.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 331.95%-320.8pp | 263.71%-252.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $10,170 | $5,299+91.9% | $4,831+110.5% | $4,840+110.1% |
| Participant deferral / active EE | $12,593 | $7,752+62.5% | $7,354+71.3% | $6,343+98.5% |
| Admin fee / account holder | $2,355 | $12,561-81.2% | $10,804-78.2% | $12,316-80.9% |