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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 | $227,876 | $217,432+4.8% | $185,851+22.6% | $167,553+36.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.65% | 148.43%-136.8pp | 122.11%-110.5pp | 478.89%-467.2pp |
| Employer contribution / active EE | $10,602 | $5,874+80.5% | $5,168+105.1% | $4,840+119.1% |
| Participant deferral / active EE | $12,566 | $6,357+97.7% | $5,569+125.7% | $6,343+98.1% |
| Admin fee / account holder | $453 | $19,820-97.7% | $16,245-97.2% | $12,316-96.3% |