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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 | $183,516+6.8% | $155,534+26.0% | $145,884+34.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.31% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $17,205 | $5,315+223.7% | $4,675+268.0% | $4,662+269.0% |
| Participant deferral / active EE | $4,642 | $6,467-28.2% | $5,630-17.5% | $6,690-30.6% |
| Admin fee / account holder | $39,026 | $19,293+102.3% | $15,900+145.4% | $13,392+191.4% |