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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 | $244,608 | $217,432+12.5% | $185,851+31.6% | $167,553+46.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.69% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $8,406 | $5,874+43.1% | $5,168+62.6% | $4,840+73.7% |
| Participant deferral / active EE | $8,694 | $6,357+36.8% | $5,569+56.1% | $6,343+37.1% |
| Admin fee / account holder | $79,373 | $19,820+300.5% | $16,245+388.6% | $12,316+544.4% |