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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 | $245,179 | $175,259+39.9% | $149,723+63.8% | $139,487+75.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $5,728 | $5,478+4.6% | $4,821+18.8% | $4,755+20.5% |
| Participant deferral / active EE | $14,880 | $6,522+128.2% | $5,682+161.9% | $6,713+121.7% |
| Admin fee / account holder | $68,002 | $16,158+320.9% | $13,215+414.6% | $11,407+496.1% |