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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 | $226,763 | $197,625+14.7% | $177,840+27.5% | $158,966+42.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.27% | 58.76%-45.5pp | 48.32%-35.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $16,674 | $6,698+148.9% | $5,919+181.7% | $4,762+250.1% |
| Participant deferral / active EE | $18,353 | $8,405+118.4% | $7,714+137.9% | $5,983+206.7% |
| Admin fee / account holder | $11,257 | $15,405-26.9% | $12,431-9.4% | $11,250+0.1% |