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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 | $231,647 | $183,988+25.9% | $162,177+42.8% | $152,897+51.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.53% | 150.79%-130.3pp | 115.60%-95.1pp | 345.43%-324.9pp |
| Employer contribution / active EE | $8,088 | $6,370+27.0% | $5,613+44.1% | $4,764+69.8% |
| Participant deferral / active EE | $12,725 | $8,032+58.4% | $7,297+74.4% | $5,851+117.5% |
| Admin fee / account holder | $4,468 | $13,123-66.0% | $10,843-58.8% | $11,599-61.5% |