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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 | $217,918 | $183,539+18.7% | $155,556+40.1% | $145,897+49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.43% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $12,038 | $5,315+126.5% | $4,675+157.5% | $4,663+158.2% |
| Participant deferral / active EE | $8,842 | $6,467+36.7% | $5,631+57.0% | $6,689+32.2% |
| Admin fee / account holder | $3,135 | $19,275-83.7% | $15,885-80.3% | $13,390-76.6% |