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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 | $203,312 | $175,257+16.0% | $149,717+35.8% | $139,456+45.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $12,275 | $5,477+124.1% | $4,820+154.7% | $4,753+158.3% |
| Participant deferral / active EE | $7,865 | $6,521+20.6% | $5,682+38.4% | $6,711+17.2% |
| Admin fee / account holder | $1,260 | $16,156-92.2% | $13,213-90.5% | $11,407-89.0% |