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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 | $175,826 | $175,259+0.3% | $149,723+17.4% | $139,487+26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.01% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.8pp |
| Employer contribution / active EE | $9,717 | $5,478+77.4% | $4,821+101.6% | $4,755+104.4% |
| Participant deferral / active EE | $7,464 | $6,522+14.4% | $5,682+31.3% | $6,713+11.2% |
| Admin fee / account holder | $1,536 | $16,158-90.5% | $13,215-88.4% | $11,407-86.5% |