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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 | $219,929 | $183,516+19.8% | $155,534+41.4% | $145,884+50.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.62% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $15,893 | $5,315+199.0% | $4,675+240.0% | $4,662+240.9% |
| Participant deferral / active EE | $8,763 | $6,467+35.5% | $5,630+55.6% | $6,690+31.0% |
| Admin fee / account holder | $3,312 | $19,293-82.8% | $15,900-79.2% | $13,392-75.3% |