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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 | $208,624 | $175,259+19.0% | $149,723+39.3% | $139,487+49.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.12% | 166.82%-137.7pp | 134.50%-105.4pp | 373.84%-344.7pp |
| Employer contribution / active EE | $4,324 | $5,478-21.1% | $4,821-10.3% | $4,755-9.1% |
| Participant deferral / active EE | $12,262 | $6,522+88.0% | $5,682+115.8% | $6,713+82.7% |
| Admin fee / account holder | $48,942 | $16,158+202.9% | $13,215+270.4% | $11,407+329.0% |