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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 | $217,078 | $175,231+23.9% | $149,696+45.0% | $139,466+55.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.95% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $12,985 | $5,478+137.0% | $4,821+169.4% | $4,754+173.1% |
| Participant deferral / active EE | $12,125 | $6,521+85.9% | $5,682+113.4% | $6,712+80.6% |
| Admin fee / account holder | $841 | $16,155-94.8% | $13,212-93.6% | $11,409-92.6% |