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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 | $232,880 | $183,592+26.8% | $155,574+49.7% | $145,877+59.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.37%-50.3pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $15,071 | $5,317+183.5% | $4,676+222.3% | $4,663+223.2% |
| Participant deferral / active EE | $10,572 | $6,466+63.5% | $5,629+87.8% | $6,691+58.0% |
| Admin fee / account holder | $7,352 | $19,316-61.9% | $15,914-53.8% | $13,402-45.1% |