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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 | $224,148 | $198,462+12.9% | $170,439+31.5% | $147,585+51.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.50% | 257.30%-246.8pp | 205.94%-195.4pp | 578.58%-568.1pp |
| Employer contribution / active EE | $21,789 | $6,184+252.4% | $5,433+301.1% | $4,876+346.8% |
| Participant deferral / active EE | $13,200 | $5,629+134.5% | $4,939+167.2% | $5,439+142.7% |
| Admin fee / account holder | $3,177 | $16,852-81.1% | $13,881-77.1% | $10,886-70.8% |