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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 | $225,622 | $208,088+8.4% | $186,193+21.2% | $154,746+45.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.17% | 89.97%-73.8pp | 78.03%-61.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $9,313 | $4,340+114.6% | $3,918+137.7% | $4,379+112.7% |
| Participant deferral / active EE | $23,500 | $7,078+232.0% | $6,513+260.8% | $6,730+249.2% |
| Admin fee / account holder | $1,695 | $11,698-85.5% | $11,058-84.7% | $14,365-88.2% |