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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 | $216,733 | $185,905+16.6% | $170,057+27.4% | $139,487+55.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.00% | 60.56%-44.6pp | 53.42%-37.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $6,533 | $7,597-14.0% | $6,790-3.8% | $4,755+37.4% |
| Participant deferral / active EE | $18,600 | $11,627+60.0% | $10,411+78.7% | $6,713+177.1% |
| Admin fee / account holder | $849 | $15,397-94.5% | $12,826-93.4% | $11,407-92.6% |