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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 | $227,289 | $198,457+14.5% | $170,435+33.4% | $147,586+54.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.53% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $21,925 | $6,183+254.6% | $5,432+303.6% | $4,876+349.6% |
| Participant deferral / active EE | $12,732 | $5,629+126.2% | $4,939+157.8% | $5,439+134.1% |
| Admin fee / account holder | $6,358 | $16,852-62.3% | $13,881-54.2% | $10,886-41.6% |