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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 | $236,209 | $175,259+34.8% | $149,723+57.8% | $139,487+69.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.79% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $4,135 | $5,478-24.5% | $4,821-14.2% | $4,755-13.0% |
| Participant deferral / active EE | $13,416 | $6,522+105.7% | $5,682+136.1% | $6,713+99.9% |
| Admin fee / account holder | $1,500 | $16,158-90.7% | $13,215-88.6% | $11,407-86.8% |