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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 | $238,980 | $210,698+13.4% | $178,014+34.2% | $145,959+63.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.00% | 386.27%-372.3pp | 294.80%-280.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $16,819 | $4,567+268.3% | $3,950+325.8% | $4,661+260.9% |
| Participant deferral / active EE | $10,859 | $6,958+56.1% | $6,276+73.0% | $6,689+62.4% |
| Admin fee / account holder | $3,594 | $12,016-70.1% | $10,362-65.3% | $13,398-73.2% |