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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 | $236,689 | $138,076+71.4% | $123,553+91.6% | $135,380+74.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 22.12% | 153.70%-131.6pp | 119.21%-97.1pp | 519.81%-497.7pp |
| Employer contribution / active EE | $6,509 | $5,152+26.3% | $4,628+40.6% | $4,779+36.2% |
| Participant deferral / active EE | $8,740 | $6,800+28.5% | $6,426+36.0% | $5,609+55.8% |
| Admin fee / account holder | $23,757 | $10,917+117.6% | $9,284+155.9% | $10,828+119.4% |