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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 | $241,577 | $226,135+6.8% | $182,558+32.3% | $152,909+58.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.08% | 192.60%-175.5pp | 148.59%-131.5pp | 345.46%-328.4pp |
| Employer contribution / active EE | $10,451 | $4,979+109.9% | $4,076+156.4% | $4,764+119.4% |
| Participant deferral / active EE | $8,285 | $6,371+30.0% | $5,526+49.9% | $5,851+41.6% |
| Admin fee / account holder | $2,612 | $10,707-75.6% | $8,594-69.6% | $11,601-77.5% |