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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 | $229,191 | $183,539+24.9% | $155,556+47.3% | $145,897+57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $8,598 | $5,315+61.8% | $4,675+83.9% | $4,663+84.4% |
| Participant deferral / active EE | $7,408 | $6,467+14.5% | $5,631+31.6% | $6,689+10.7% |
| Admin fee / account holder | $61,995 | $19,275+221.6% | $15,885+290.3% | $13,390+363.0% |