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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 | $224,879 | $175,257+28.3% | $149,717+50.2% | $139,456+61.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $2,989 | $5,477-45.4% | $4,820-38.0% | $4,753-37.1% |
| Participant deferral / active EE | $7,607 | $6,521+16.7% | $5,682+33.9% | $6,711+13.3% |
| Admin fee / account holder | $2,393 | $16,156-85.2% | $13,213-81.9% | $11,407-79.0% |