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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 | $244,254 | $162,136+50.6% | $152,301+60.4% | $154,746+57.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.68% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $11,300 | $4,890+131.1% | $4,624+144.3% | $4,379+158.0% |
| Participant deferral / active EE | $18,085 | $8,341+116.8% | $8,004+125.9% | $6,730+168.7% |
| Admin fee / account holder | $4,166 | $15,759-73.6% | $14,398-71.1% | $14,365-71.0% |