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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 | $232,060 | $176,105+31.8% | $159,474+45.5% | $167,536+38.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.95% | 331.91%-315.0pp | 263.68%-246.7pp | 478.82%-461.9pp |
| Employer contribution / active EE | $17,012 | $5,299+221.0% | $4,831+252.2% | $4,839+251.6% |
| Participant deferral / active EE | $9,206 | $7,751+18.8% | $7,353+25.2% | $6,342+45.2% |
| Admin fee / account holder | $832 | $12,559-93.4% | $10,802-92.3% | $12,315-93.2% |