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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 | $207,185 | $160,070+29.4% | $147,117+40.8% | $145,897+42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $9,884 | $5,285+87.0% | $4,932+100.4% | $4,663+112.0% |
| Participant deferral / active EE | $13,136 | $8,419+56.0% | $8,065+62.9% | $6,689+96.4% |
| Admin fee / account holder | $22,585 | $15,035+50.2% | $12,993+73.8% | $13,390+68.7% |