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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 | $247,937 | $198,457+24.9% | $170,435+45.5% | $147,586+68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.87% | 257.30%-237.4pp | 205.94%-186.1pp | 578.59%-558.7pp |
| Employer contribution / active EE | $7,511 | $6,183+21.5% | $5,432+38.3% | $4,876+54.0% |
| Participant deferral / active EE | $4,670 | $5,629-17.0% | $4,939-5.5% | $5,439-14.1% |
| Admin fee / account holder | $9,495 | $16,852-43.7% | $13,881-31.6% | $10,886-12.8% |