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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 | $241,866 | $175,231+38.0% | $149,696+61.6% | $139,466+73.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.04% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $5,273 | $5,478-3.7% | $4,821+9.4% | $4,754+10.9% |
| Participant deferral / active EE | $14,593 | $6,521+123.8% | $5,682+156.8% | $6,712+117.4% |
| Admin fee / account holder | $831 | $16,155-94.9% | $13,212-93.7% | $11,409-92.7% |