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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 | $235,827 | $198,462+18.8% | $170,439+38.4% | $147,585+59.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.50% | 257.30%-240.8pp | 205.94%-189.4pp | 578.58%-562.1pp |
| Employer contribution / active EE | $8,787 | $6,184+42.1% | $5,433+61.7% | $4,876+80.2% |
| Participant deferral / active EE | $11,613 | $5,629+106.3% | $4,939+135.1% | $5,439+113.5% |
| Admin fee / account holder | $6,241 | $16,852-63.0% | $13,881-55.0% | $10,886-42.7% |