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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 | $230,201 | $198,461+16.0% | $170,436+35.1% | $147,585+56.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.10% | 257.30%-243.2pp | 205.94%-191.8pp | 578.57%-564.5pp |
| Employer contribution / active EE | $9,608 | $6,184+55.4% | $5,433+76.9% | $4,876+97.0% |
| Participant deferral / active EE | $13,439 | $5,629+138.7% | $4,939+172.1% | $5,439+147.1% |
| Admin fee / account holder | $1,191 | $16,852-92.9% | $13,880-91.4% | $10,885-89.1% |