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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 | $211,537 | $198,457+6.6% | $170,435+24.1% | $147,586+43.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.67% | 257.30%-242.6pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $10,817 | $6,183+74.9% | $5,432+99.1% | $4,876+121.8% |
| Participant deferral / active EE | $7,495 | $5,629+33.1% | $4,939+51.7% | $5,439+37.8% |
| Admin fee / account holder | $1,446 | $16,852-91.4% | $13,881-89.6% | $10,886-86.7% |