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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 | $222,009 | $183,516+21.0% | $155,534+42.7% | $145,884+52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.63% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $9,759 | $5,315+83.6% | $4,675+108.8% | $4,662+109.3% |
| Participant deferral / active EE | $8,319 | $6,467+28.6% | $5,630+47.8% | $6,690+24.4% |
| Admin fee / account holder | $3,584 | $19,293-81.4% | $15,900-77.5% | $13,392-73.2% |