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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 | $235,730 | $183,592+28.4% | $155,574+51.5% | $145,877+61.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $10,237 | $5,317+92.5% | $4,676+118.9% | $4,663+119.5% |
| Participant deferral / active EE | $16,347 | $6,466+152.8% | $5,629+190.4% | $6,691+144.3% |
| Admin fee / account holder | $1,073 | $19,316-94.4% | $15,914-93.3% | $13,402-92.0% |