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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 | $190,458 | $175,231+8.7% | $149,696+27.2% | $139,466+36.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.38% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $9,776 | $5,478+78.5% | $4,821+102.8% | $4,754+105.6% |
| Participant deferral / active EE | $5,054 | $6,521-22.5% | $5,682-11.0% | $6,712-24.7% |
| Admin fee / account holder | $5,936 | $16,155-63.3% | $13,212-55.1% | $11,409-48.0% |