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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 | $208,752 | $185,883+12.3% | $170,043+22.8% | $139,466+49.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.71% | 60.54%-43.8pp | 53.40%-36.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $14,228 | $7,596+87.3% | $6,790+109.5% | $4,754+199.3% |
| Participant deferral / active EE | $8,468 | $11,626-27.2% | $10,410-18.7% | $6,712+26.2% |
| Admin fee / account holder | $3,788 | $15,393-75.4% | $12,824-70.5% | $11,409-66.8% |