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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 | $247,602 | $183,592+34.9% | $155,574+59.2% | $145,877+69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $5,755 | $5,317+8.2% | $4,676+23.1% | $4,663+23.4% |
| Participant deferral / active EE | $27,619 | $6,466+327.1% | $5,629+390.6% | $6,691+312.8% |
| Admin fee / account holder | $791,456 | $19,316+3997.4% | $15,914+4873.3% | $13,402+5805.4% |