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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 | $183,592+13.5% | $155,574+33.9% | $145,877+42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $11,744 | $5,317+120.9% | $4,676+151.2% | $4,663+151.9% |
| Participant deferral / active EE | $14,463 | $6,466+123.7% | $5,629+156.9% | $6,691+116.2% |
| Admin fee / account holder | $8,615 | $19,316-55.4% | $15,914-45.9% | $13,402-35.7% |