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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 | $233,096 | $183,592+27.0% | $155,574+49.8% | $145,877+59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.40% | 61.37%-20.0pp | 64.87%-23.5pp | 551.28%-509.9pp |
| Employer contribution / active EE | $13,490 | $5,317+153.7% | $4,676+188.5% | $4,663+189.3% |
| Participant deferral / active EE | $10,232 | $6,466+58.2% | $5,629+81.8% | $6,691+52.9% |
| Admin fee / account holder | $6,731 | $19,316-65.2% | $15,914-57.7% | $13,402-49.8% |