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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 | $225,097 | $198,457+13.4% | $170,435+32.1% | $147,586+52.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.90% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.7pp |
| Employer contribution / active EE | $20,952 | $6,183+238.9% | $5,432+285.7% | $4,876+329.7% |
| Participant deferral / active EE | $12,572 | $5,629+123.3% | $4,939+154.5% | $5,439+131.2% |
| Admin fee / account holder | $6,667 | $16,852-60.4% | $13,881-52.0% | $10,886-38.8% |