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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 | $227,058 | $183,516+23.7% | $155,534+46.0% | $145,884+55.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.98% | 61.43%-26.4pp | 64.92%-29.9pp | 551.85%-516.9pp |
| Employer contribution / active EE | $11,623 | $5,315+118.7% | $4,675+148.6% | $4,662+149.3% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,630+90.0% | $6,690+59.9% |
| Admin fee / account holder | $1,441 | $19,293-92.5% | $15,900-90.9% | $13,392-89.2% |