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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 | $214,500 | $176,105+21.8% | $159,474+34.5% | $167,536+28.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 331.91%-317.2pp | 263.68%-249.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $6,667 | $5,299+25.8% | $4,831+38.0% | $4,839+37.8% |
| Participant deferral / active EE | $9,424 | $7,751+21.6% | $7,353+28.2% | $6,342+48.6% |
| Admin fee / account holder | $1,266 | $12,559-89.9% | $10,802-88.3% | $12,315-89.7% |