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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 | $183,592+18.7% | $155,574+40.1% | $145,877+49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.43% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $12,038 | $5,317+126.4% | $4,676+157.5% | $4,663+158.2% |
| Participant deferral / active EE | $8,842 | $6,466+36.7% | $5,629+57.1% | $6,691+32.2% |
| Admin fee / account holder | $3,135 | $19,316-83.8% | $15,914-80.3% | $13,402-76.6% |