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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 | $225,494 | $175,259+28.7% | $149,723+50.6% | $139,487+61.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.78% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $13,336 | $5,478+143.4% | $4,821+176.6% | $4,755+180.5% |
| Participant deferral / active EE | $11,364 | $6,522+74.2% | $5,682+100.0% | $6,713+69.3% |
| Admin fee / account holder | $863 | $16,158-94.7% | $13,215-93.5% | $11,407-92.4% |