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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 | $244,704 | $183,516+33.3% | $155,534+57.3% | $145,884+67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $11,335 | $5,315+113.3% | $4,675+142.5% | $4,662+143.1% |
| Participant deferral / active EE | $15,523 | $6,467+140.1% | $5,630+175.7% | $6,690+132.0% |
| Admin fee / account holder | $4,670 | $19,293-75.8% | $15,900-70.6% | $13,392-65.1% |