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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 | $234,399 | $232,540+0.8% | $185,117+26.6% | $147,586+58.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.72% | 43.03%-31.3pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $9,813 | $5,195+88.9% | $4,182+134.7% | $4,876+101.2% |
| Participant deferral / active EE | $11,237 | $5,834+92.6% | $5,045+122.7% | $5,439+106.6% |
| Admin fee / account holder | $8,790 | $10,275-14.5% | $8,159+7.7% | $10,886-19.3% |