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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 | $230,805 | $208,088+10.9% | $186,193+24.0% | $154,746+49.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 10.21% | 89.97%-79.8pp | 78.03%-67.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $8,281 | $4,340+90.8% | $3,918+111.3% | $4,379+89.1% |
| Participant deferral / active EE | $11,327 | $7,078+60.0% | $6,513+73.9% | $6,730+68.3% |
| Admin fee / account holder | $13,612 | $11,698+16.4% | $11,058+23.1% | $14,365-5.2% |