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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 | $213,293 | $185,883+14.7% | $170,043+25.4% | $139,466+52.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.19% | 60.54%-44.4pp | 53.40%-37.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $24,447 | $7,596+221.8% | $6,790+260.1% | $4,754+414.3% |
| Participant deferral / active EE | $15,740 | $11,626+35.4% | $10,410+51.2% | $6,712+134.5% |
| Admin fee / account holder | $74,273 | $15,393+382.5% | $12,824+479.2% | $11,409+551.0% |