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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 | $222,783 | $201,372+10.6% | $184,260+20.9% | $145,884+52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 62.77% | 29.04%+33.7pp | 28.84%+33.9pp | 551.85%-489.1pp |
| Employer contribution / active EE | $80,170 | $7,024+1041.4% | $6,427+1147.3% | $4,662+1619.5% |
| Participant deferral / active EE | $24,277 | $9,808+147.5% | $9,133+165.8% | $6,690+262.9% |
| Admin fee / account holder | $10,893 | $16,362-33.4% | $13,898-21.6% | $13,392-18.7% |