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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 | $232,603 | $183,539+26.7% | $155,556+49.5% | $145,897+59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $10,624 | $5,315+99.9% | $4,675+127.2% | $4,663+127.8% |
| Participant deferral / active EE | $6,374 | $6,467-1.4% | $5,631+13.2% | $6,689-4.7% |
| Admin fee / account holder | $4,172 | $19,275-78.4% | $15,885-73.7% | $13,390-68.8% |