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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 | $245,791 | $198,457+23.9% | $170,435+44.2% | $147,586+66.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.87% | 257.30%-241.4pp | 205.94%-190.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $7,716 | $6,183+24.8% | $5,432+42.0% | $4,876+58.2% |
| Participant deferral / active EE | $5,040 | $5,629-10.5% | $4,939+2.0% | $5,439-7.3% |
| Admin fee / account holder | $4,416 | $16,852-73.8% | $13,881-68.2% | $10,886-59.4% |