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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 | $249,176 | $175,212+42.2% | $149,682+66.5% | $139,427+78.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 166.63%-153.4pp | 134.35%-121.1pp | 373.27%-360.0pp |
| Employer contribution / active EE | $6,026 | $5,475+10.1% | $4,818+25.1% | $4,752+26.8% |
| Participant deferral / active EE | $4,126 | $6,520-36.7% | $5,681-27.4% | $6,711-38.5% |
| Admin fee / account holder | $11,779 | $16,150-27.1% | $13,210-10.8% | $11,404+3.3% |