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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 | $228,859 | $156,398+46.3% | $147,318+55.3% | $138,895+64.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 482.28% | 78.75%+403.5pp | 70.43%+411.9pp | 145.39%+336.9pp |
| Employer contribution / active EE | $6,660 | $4,853+37.2% | $4,593+45.0% | $4,194+58.8% |
| Participant deferral / active EE | $13,182 | $8,237+60.0% | $7,906+66.7% | $6,396+106.1% |
| Admin fee / account holder | $2,080 | $14,976-86.1% | $13,708-84.8% | $12,562-83.4% |