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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 | $224,889 | $176,105+27.7% | $159,474+41.0% | $167,536+34.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.04% | 331.91%-318.9pp | 263.68%-250.6pp | 478.82%-465.8pp |
| Employer contribution / active EE | $7,313 | $5,299+38.0% | $4,831+51.4% | $4,839+51.1% |
| Participant deferral / active EE | $16,831 | $7,751+117.1% | $7,353+128.9% | $6,342+165.4% |
| Admin fee / account holder | $4,732 | $12,559-62.3% | $10,802-56.2% | $12,315-61.6% |