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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 | $241,639 | $175,257+37.9% | $149,717+61.4% | $139,456+73.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 166.70%-153.2pp | 134.41%-120.9pp | 373.45%-360.0pp |
| Employer contribution / active EE | $7,354 | $5,477+34.3% | $4,820+52.6% | $4,753+54.7% |
| Participant deferral / active EE | $12,902 | $6,521+97.8% | $5,682+127.1% | $6,711+92.2% |
| Admin fee / account holder | $61,549 | $16,156+281.0% | $13,213+365.8% | $11,407+439.6% |