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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 | $220,623 | $183,516+20.2% | $155,534+41.8% | $145,884+51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.86% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $17,393 | $5,315+227.3% | $4,675+272.1% | $4,662+273.1% |
| Participant deferral / active EE | $14,262 | $6,467+120.5% | $5,630+153.3% | $6,690+113.2% |
| Admin fee / account holder | $1,016 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |