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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 | $232,802 | $175,231+32.9% | $149,696+55.5% | $139,466+66.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.75% | 166.77%-143.0pp | 134.46%-110.7pp | 373.66%-349.9pp |
| Employer contribution / active EE | $14,053 | $5,478+156.5% | $4,821+191.5% | $4,754+195.6% |
| Participant deferral / active EE | $8,382 | $6,521+28.5% | $5,682+47.5% | $6,712+24.9% |
| Admin fee / account holder | $1,778 | $16,155-89.0% | $13,212-86.5% | $11,409-84.4% |