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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 | $190,382 | $175,257+8.6% | $149,717+27.2% | $139,456+36.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.81% | 166.70%-140.9pp | 134.41%-108.6pp | 373.45%-347.6pp |
| Employer contribution / active EE | $9,196 | $5,477+67.9% | $4,820+90.8% | $4,753+93.5% |
| Participant deferral / active EE | $14,790 | $6,521+126.8% | $5,682+160.3% | $6,711+120.4% |
| Admin fee / account holder | $907 | $16,156-94.4% | $13,213-93.1% | $11,407-92.0% |