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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 | $235,886 | $197,637+19.4% | $177,848+32.6% | $158,982+48.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.13% | 58.77%-48.6pp | 48.33%-38.2pp | 302.99%-292.9pp |
| Employer contribution / active EE | $10,281 | $6,698+53.5% | $5,919+73.7% | $4,763+115.9% |
| Participant deferral / active EE | $12,297 | $8,405+46.3% | $7,714+59.4% | $5,983+105.5% |
| Admin fee / account holder | $1,593 | $15,406-89.7% | $12,431-87.2% | $11,252-85.8% |