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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 | $243,118 | $175,257+38.7% | $149,717+62.4% | $139,456+74.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 23.44% | 166.70%-143.3pp | 134.41%-111.0pp | 373.45%-350.0pp |
| Employer contribution / active EE | $9,610 | $5,477+75.5% | $4,820+99.4% | $4,753+102.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,000 | $16,156-87.6% | $13,213-84.9% | $11,407-82.5% |