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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 | $234,769 | $176,120+33.3% | $159,487+47.2% | $167,553+40.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 331.95%-315.7pp | 263.71%-247.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $11,615 | $5,299+119.2% | $4,831+140.4% | $4,840+140.0% |
| Participant deferral / active EE | $4,142 | $7,752-46.6% | $7,354-43.7% | $6,343-34.7% |
| Admin fee / account holder | $882 | $12,561-93.0% | $10,804-91.8% | $12,316-92.8% |