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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 | $204,076 | $183,592+11.2% | $155,567+31.2% | $145,959+39.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $11,083 | $5,315+108.5% | $4,674+137.1% | $4,661+137.8% |
| Participant deferral / active EE | $11,441 | $6,464+77.0% | $5,628+103.3% | $6,689+71.0% |
| Admin fee / account holder | $8,384 | $19,318-56.6% | $15,916-47.3% | $13,398-37.4% |