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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 | $247,467 | $175,259+41.2% | $149,723+65.3% | $139,487+77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.58% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $10,786 | $5,478+96.9% | $4,821+123.7% | $4,755+126.9% |
| Participant deferral / active EE | $12,639 | $6,522+93.8% | $5,682+122.4% | $6,713+88.3% |
| Admin fee / account holder | $19,104 | $16,158+18.2% | $13,215+44.6% | $11,407+67.5% |