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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 | $244,998 | $176,105+39.1% | $159,474+53.6% | $167,536+46.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.62% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $6,406 | $5,299+20.9% | $4,831+32.6% | $4,839+32.4% |
| Participant deferral / active EE | $18,800 | $7,751+142.5% | $7,353+155.7% | $6,342+196.4% |
| Admin fee / account holder | $1,736 | $12,559-86.2% | $10,802-83.9% | $12,315-85.9% |