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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 | $230,731 | $208,088+10.9% | $186,193+23.9% | $154,746+49.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.69% | 89.97%-76.3pp | 78.03%-64.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $24,093 | $4,340+455.1% | $3,918+514.9% | $4,379+450.2% |
| Participant deferral / active EE | $16,230 | $7,078+129.3% | $6,513+149.2% | $6,730+141.1% |
| Admin fee / account holder | $482 | $11,698-95.9% | $11,058-95.6% | $14,365-96.6% |