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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 | $195,933 | $183,592+6.7% | $155,567+25.9% | $145,959+34.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.31% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $17,205 | $5,315+223.7% | $4,674+268.1% | $4,661+269.1% |
| Participant deferral / active EE | $4,642 | $6,464-28.2% | $5,628-17.5% | $6,689-30.6% |
| Admin fee / account holder | $39,026 | $19,318+102.0% | $15,916+145.2% | $13,398+191.3% |