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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 | $249,981 | $183,539+36.2% | $155,556+60.7% | $145,897+71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.68% | 61.31%-36.6pp | 64.84%-40.2pp | 552.29%-527.6pp |
| Employer contribution / active EE | $8,602 | $5,315+61.8% | $4,675+84.0% | $4,663+84.5% |
| Participant deferral / active EE | $11,692 | $6,467+80.8% | $5,631+107.6% | $6,689+74.8% |
| Admin fee / account holder | $957 | $19,275-95.0% | $15,885-94.0% | $13,390-92.9% |