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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 | $232,756 | $176,105+32.2% | $159,474+46.0% | $167,536+38.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.61% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $9,374 | $5,299+76.9% | $4,831+94.0% | $4,839+93.7% |
| Participant deferral / active EE | $8,990 | $7,751+16.0% | $7,353+22.3% | $6,342+41.8% |
| Admin fee / account holder | $3,245 | $12,559-74.2% | $10,802-70.0% | $12,315-73.6% |