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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 | $208,370 | $183,539+13.5% | $155,556+34.0% | $145,897+42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $11,744 | $5,315+120.9% | $4,675+151.2% | $4,663+151.9% |
| Participant deferral / active EE | $14,463 | $6,467+123.6% | $5,631+156.8% | $6,689+116.2% |
| Admin fee / account holder | $8,615 | $19,275-55.3% | $15,885-45.8% | $13,390-35.7% |