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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 | $206,042 | $176,077+17.0% | $159,455+29.2% | $167,518+23.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.98% | 331.83%-319.9pp | 263.63%-251.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $11,720 | $5,298+121.2% | $4,830+142.6% | $4,838+142.2% |
| Participant deferral / active EE | $9,219 | $7,751+18.9% | $7,353+25.4% | $6,342+45.4% |
| Admin fee / account holder | $4,675 | $12,556-62.8% | $10,800-56.7% | $12,312-62.0% |