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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 | $216,480 | $183,539+17.9% | $155,556+39.2% | $145,897+48.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.51% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $26,468 | $5,315+398.0% | $4,675+466.1% | $4,663+467.7% |
| Participant deferral / active EE | $19,831 | $6,467+206.6% | $5,631+252.2% | $6,689+196.5% |
| Admin fee / account holder | $1,918 | $19,275-90.0% | $15,885-87.9% | $13,390-85.7% |