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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 | $242,805 | $183,592+32.3% | $155,574+56.1% | $145,877+66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.11% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $14,820 | $5,317+178.7% | $4,676+216.9% | $4,663+217.8% |
| Participant deferral / active EE | $8,287 | $6,466+28.2% | $5,629+47.2% | $6,691+23.9% |
| Admin fee / account holder | $9,759 | $19,316-49.5% | $15,914-38.7% | $13,402-27.2% |