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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 | $191,545 | $175,259+9.3% | $149,723+27.9% | $139,487+37.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.4pp |
| Employer contribution / active EE | $8,571 | $5,478+56.5% | $4,821+77.8% | $4,755+80.3% |
| Participant deferral / active EE | $10,051 | $6,522+54.1% | $5,682+76.9% | $6,713+49.7% |
| Admin fee / account holder | $3,415 | $16,158-78.9% | $13,215-74.2% | $11,407-70.1% |