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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 | $235,149 | $176,105+33.5% | $159,474+47.5% | $167,536+40.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.00% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $8,540 | $5,299+61.2% | $4,831+76.8% | $4,839+76.5% |
| Participant deferral / active EE | $16,923 | $7,751+118.3% | $7,353+130.1% | $6,342+166.8% |
| Admin fee / account holder | $8,308 | $12,559-33.9% | $10,802-23.1% | $12,315-32.5% |