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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 | $208,998 | $175,231+19.3% | $149,696+39.6% | $139,466+49.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.19% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $9,449 | $5,478+72.5% | $4,821+96.0% | $4,754+98.8% |
| Participant deferral / active EE | $13,531 | $6,521+107.5% | $5,682+138.1% | $6,712+101.6% |
| Admin fee / account holder | $15,461 | $16,155-4.3% | $13,212+17.0% | $11,409+35.5% |