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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 | $222,404 | $183,592+21.1% | $155,567+43.0% | $145,959+52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $10,514 | $5,315+97.8% | $4,674+124.9% | $4,661+125.6% |
| Participant deferral / active EE | $8,566 | $6,464+32.5% | $5,628+52.2% | $6,689+28.1% |
| Admin fee / account holder | $253,600 | $19,318+1212.7% | $15,916+1493.3% | $13,398+1792.8% |