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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 | $244,970 | $217,432+12.7% | $185,849+31.8% | $167,536+46.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.04% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $9,609 | $5,875+63.6% | $5,169+85.9% | $4,839+98.6% |
| Participant deferral / active EE | $11,897 | $6,357+87.1% | $5,569+113.6% | $6,342+87.6% |
| Admin fee / account holder | $1,260 | $19,818-93.6% | $16,244-92.2% | $12,315-89.8% |