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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 | $205,419 | $183,592+11.9% | $155,567+32.0% | $145,959+40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.98% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $12,409 | $5,315+133.5% | $4,674+165.5% | $4,661+166.2% |
| Participant deferral / active EE | $9,339 | $6,464+44.5% | $5,628+65.9% | $6,689+39.6% |
| Admin fee / account holder | $1,508 | $19,318-92.2% | $15,916-90.5% | $13,398-88.7% |