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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 | $201,564 | $183,592+9.8% | $155,567+29.6% | $145,959+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.02% | 61.24%-38.2pp | 64.74%-41.7pp | 561.95%-538.9pp |
| Employer contribution / active EE | $10,278 | $5,315+93.4% | $4,674+119.9% | $4,661+120.5% |
| Participant deferral / active EE | $8,125 | $6,464+25.7% | $5,628+44.4% | $6,689+21.5% |
| Admin fee / account holder | $215,041 | $19,318+1013.2% | $15,916+1251.1% | $13,398+1505.0% |