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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 | $229,075 | $168,635+35.8% | $147,617+55.2% | $125,389+82.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 19.17% | 77.65%-58.5pp | 61.98%-42.8pp | 282.24%-263.1pp |
| Employer contribution / active EE | $14,757 | $6,252+136.0% | $5,564+165.2% | $4,866+203.3% |
| Participant deferral / active EE | $9,145 | $5,507+66.1% | $4,895+86.8% | $5,352+70.9% |
| Admin fee / account holder | $1,196 | $13,580-91.2% | $11,612-89.7% | $9,541-87.5% |