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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 | $197,761 | $183,988+7.5% | $162,177+21.9% | $152,897+29.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 37.12% | 150.79%-113.7pp | 115.60%-78.5pp | 345.43%-308.3pp |
| Employer contribution / active EE | $12,377 | $6,370+94.3% | $5,613+120.5% | $4,764+159.8% |
| Participant deferral / active EE | $9,524 | $8,032+18.6% | $7,297+30.5% | $5,851+62.8% |
| Admin fee / account holder | $1,367 | $13,123-89.6% | $10,843-87.4% | $11,599-88.2% |