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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 | $184,851 | $175,257+5.5% | $149,717+23.5% | $139,456+32.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.19% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $4,984 | $5,477-9.0% | $4,820+3.4% | $4,753+4.9% |
| Participant deferral / active EE | $11,000 | $6,521+68.7% | $5,682+93.6% | $6,711+63.9% |
| Admin fee / account holder | $14,811 | $16,156-8.3% | $13,213+12.1% | $11,407+29.8% |