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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 | $244,630 | $217,427+12.5% | $185,837+31.6% | $167,518+46.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.98% | 148.39%-137.4pp | 122.08%-111.1pp | 478.71%-467.7pp |
| Employer contribution / active EE | $8,513 | $5,874+44.9% | $5,168+64.7% | $4,838+75.9% |
| Participant deferral / active EE | $6,128 | $6,357-3.6% | $5,568+10.1% | $6,342-3.4% |
| Admin fee / account holder | $14,546 | $19,816-26.6% | $16,241-10.4% | $12,312+18.1% |