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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 | $241,824 | $217,432+11.2% | $185,849+30.1% | $167,536+44.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.98% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $9,105 | $5,875+55.0% | $5,169+76.2% | $4,839+88.2% |
| Participant deferral / active EE | $8,547 | $6,357+34.4% | $5,569+53.5% | $6,342+34.8% |
| Admin fee / account holder | $986 | $19,818-95.0% | $16,244-93.9% | $12,315-92.0% |